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...
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...
Overview Findex are currently seeking an experienced Senior Project Manager to join our Enterprise PMO (EPMO). This is a permanent, full-time role, flexible on location within Australia for the right person. The Senior Project Manager plays a critical leadership role within our EPMO, responsible for transforming Wealth Management ways of working by digitising and automating end-to-end processes...
Senior Consultant Join to apply for the Senior Consultant role at IQ Group Australia. IQ Group is seeking experienced Senior Consultants with proven advice domain expertise to support the design, transformation and regulatory uplift of advice models within the superannuation and wealth environment. The role is focused on end-to-end business analysis, advice domain expertise, and customer...
Own your advice. Deepen client impact. Lead with integrity. Our client is a highly regarded, independently licensed financial advisory firm with a strong national presence across Australia. Renowned for delivering advice with clarity, integrity and genuine care, the firm continues to grow and is now seeking an experienced Senior Financial Adviser to join its high-performing advice team. This is...
Join an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat location (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history dating back to 1924. Part of Insignia Financial,...
Join to apply for the Financial Adviser role at MUFG Pension & Market Services 5 days ago Be among the first 25 applicants Join to apply for the Financial Adviser role at MUFG Pension & Market Services Get AI-powered advice on this job and more exclusive features. A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely,...
Join to apply for the Client Administrator role at ESSSuper 1 day ago Be among the first 25 applicants Join to apply for the Client Administrator role at ESSSuper Get AI-powered advice on this job and more exclusive features. Direct message the job poster from ESSSuper Since 1925, ESSSuper and the funds before it have served the Victorian State Government, its employer agencies and their...
FS Recruitment Solutions provided pay range This range is provided by FS Recruitment Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$150,000.00/yr - A$195,000.00/yr A privately owned, self-licensed financial planning practice in Essendon North is seeking an experienced Practice Manager to lead the operational...
I am looking for a motivated Junior Financial Adviser (ideally 1–2 years post-Professional Year) to join a growing practice in Melbourne. The unique highlight of this role is the opportunity to inherit and manage an existing book of clients. About the Role In this role, you will transition into managing a portfolio of retail and HNW clients, focusing on delivering high-quality, holistic advice...
Client Services Officer - with pathway to Financial Adviser Remote | Full-time We're Sufficient Funds – recently crowned Australia's Employer of the Year (Women in Finance) – and we're not your average financial planning firm. We're proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians. Think 100% virtual, long before it was cool. Think...
- Career growth opportunities and industry exposure - Flexible work environment including WFH - Attractive salary package Associate Adviser - Financial Planning Our client is a well-established, multidisciplinary accounting firm in the process of expanding its Financial Planning team. This is an excellent opportunity for an ambitious professional looking to build a long-term career in...
More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Hybrid working arrangementCollaborative and supportive team with opportunity to grow and develop Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate...
Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. This range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$93,******/yr - A$110,******/yr Direct message the job poster from Tribeca Financial. At Tribeca, we're more than just financial...
Our client is a well-established, multidisciplinary accounting firm seeking to expand its growing Financial Planning team. This is an excellent opportunity for an ambitious professional looking to build a long-term career in financial advice within a supportive and collaborative environment. About the Role As an Associate Adviser, you will: Engage with clients to understand their financial goals...
Join to apply for the Relationship Manager role at Perpetual Limited Perpetual Group is an ASX-listed company headquartered in Sydney, Australia, consisting of 11 leading brands across Asset Management, Wealth Management and Corporate Trust. About the role Build a thorough understanding of the needs and circumstances of clients so that their needs are effectively managed. Monitor and manage the...
Associate Adviser - Financial Planning Our client is a well-established, multidisciplinary accounting firm seeking to expand its growing Financial Planning team. This is an excellent opportunity for an ambitious professional looking to build a long-term career in financial advice within a supportive and collaborative environment. About the Role As an Associate Adviser , you will: Engage with...
Join an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat and Geelong locations (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history dating back to 1924. Part of Insignia...