A premier wealth management firm located in Australia is seeking a Paraplanner to join their expanding team in Adelaide. The ideal candidate will have over 2 years of experience and be proficient in Xplan, focusing on strategic client advice while being supported by a strong administrative team. The position offers opportunities for professional development and a collaborative work culture,...
You can now search for people on SEEK. Make your profile public so you can be found by more employers. Update profile visibility This is an ideal opportunity to work for a premier financial planning business in the Northern Suburbs. Odyssey Financial Services is a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional services to...
A leading financial advisory firm in Adelaide is seeking an experienced Senior Paraplanner to join their team. The role involves preparing comprehensive advice documents, conducting in-depth strategy research, and collaborating closely with Advisers. Candidates should possess strong technical skills and a commitment to client interests. The firm values professionalism and fosters a supportive...
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...
A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy in advice documents. Ideal candidates will have 3-5+ years in a similar role, excellent communication skills, and experience with...
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There is an excellent opportunity for an experienced paraplanner to join their growing...
A leading financial services firm in Brighton seeks a skilled Paraplanner to provide exceptional support to financial advisers. This hybrid role involves conducting research, preparing suitability reports, and enhancing client outcomes through collaboration and proactive planning. The ideal candidate has at least 2 years of paraplanning experience, a Level 4 Diploma, and strong knowledge of...
Location: UK-Based | Hybrid (with flexibility for remote work for the right person) About Our client is an award-winning, CISI-accredited financial planning firm with a clear, ambitious mission: to build a £1 billion AUM business while maintaining a lean, high-quality organisation. They are advice-led and tech-driven, specialising in High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) private...
A leading financial planning firm seeks a Senior Paraplanner with strong expertise in pensions, investments, and tax. This role involves leading complex financial cases for high-net-worth clients, drafting high-quality suitability reports, and supporting advanced cashflow modeling. The ideal candidate holds a Level 4 Diploma, has excellent communication skills, and is detail-oriented. The...
A boutique financial services company in Australia is seeking a Senior Paraplanner. This role provides a challenging opportunity to deliver holistic financial advice. The ideal candidate will have 3-5 years of experience, strong technical knowledge, and exceptional communication skills. A generous remuneration package starting from $95k is offered, with flexibility for part-time hours. Applicants...
Base Pay Range $90,000.00/yr – $110,000.00/yr Location Newcastle, New South Wales, Australia Our client is a respected financial advice firm with a substantial fee‑for‑service client base, specialising in retirement, superannuation and strategic advice. They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement...
About The Company Our client is a premier wealth management firm with a strong national presence and a rapidly expanding office in the Adelaide CBD. With the local team having doubled in size over the last six months, they offer the stability of a large firm with the energy and close-knit culture of a boutique office. About The Role Joining an experienced and fun team, your primary objective...
This is an opportunity for an experienced Paraplanner to step into a senior role within a well‑established, privately owned professional services firm located in a city‑fringe setting near Rose Park. The business operates within a collaborative, values‑led environment aligned with a respected mid‑tier advisory network, offering the balance of local autonomy and the support of a broader...
Salary £40,000-£50,000 DOE (Bonus available). Location - Near Brighton, Hybrid working. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients’ long‑term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely...
A prominent financial advice firm in Sydney is looking for an Adviser Assistant/Paraplanner to support the CEO and financial advisers in client retirement planning and wealth management. Ideal candidates should have 2-3 years of experience in financial advice administration, strong communication skills, and the ability to work in a fast-paced environment. A competitive salary is offered based on...
The Role Reporting to the Financial Advisers and Partner, you will be responsible for the preparation and completion of Statements of Advice (SoAs) and Strategy Documents, along with assisting in the preparation and review of Records of Advice (RoAs). You will work closely with advisers, client services and external providers to ensure advice is accurate, compliant and efficiently...
This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Comprehensive Financial Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A fantastic...
A leading financial services firm in South Australia seeks a proactive Senior Paraplanner to prepare comprehensive Statements of Advice and Strategy Documents. This role involves collaborating with advisers and ensuring compliance within a quality-focused advice environment. The ideal candidate will have 5+ years of experience in paraplanning, strong technical knowledge of superannuation,...
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...
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...