A leading financial services firm in Sydney is seeking a Senior Paraplanner to provide quality paraplanning services and strategic advice support. The role involves collaborating with advisers, generating tailored advice documents, and coaching junior team members. The ideal candidate will have a minimum of 5 years of experience in paraplanning and be proficient with XPLAN software. This position...
A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive salary and the potential to work from home...
You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors. US Dodgshun Medlin guides the rural enterprise and...
Join a respected, wealth advisory firm who work closely with HNW clients to deliver tailored, high-touch advice. We’re seeking an Associate / Paraplanner to join the team. You’ll work closely with the firm’s advisers, actively contributing to client strategy and playing a hands on role in advice delivery. Key Responsibilities - Collaborate with advisers on strategy design and client outcomes -...
Join to apply for the Paraplanner role at Cutcher & Neale Accounting and Financial Services About Cutcher & Neale In July ****, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you'll enjoy professional growth opportunities as...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
Strategic Paraplanner – Sydney / Melbourne / Brisbane / AdelaideAbout The Role: Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement.You'll work closely with advisers and...
Join Nexia Melbourne as a Senior Paraplanner. This hybrid role offers a career pathway to Associate Adviser and a culture that values growth and wellbeing. About the Role We are seeking a Senior Paraplanner to join our experienced team on a permanent basis. This role offers flexibility — we welcome both full-time and part-time applicants and provide adaptable hybrid working arrangements. You'll...
At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration. We're seeking a Senior Paraplanner to join our experienced team on a permanent basis. This role offers...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...
This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...
3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...