Paraplanning Team Lead – Wealth Strategy

Join to apply for the Team Leader, Paraplanning role at Focus Partners Australia This role is located in Sydney, Australia. The purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy...

The purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy modelling, product research (risk and wealth product comparisons) and advice template maintenance. This role is located in...

A premier wealth management firm is looking for a Strategic Planner to provide paraplanning support, collaborate closely with Financial Planners, and prepare strategic advice for clients. Key responsibilities include client liaison, preparing annual reviews, and utilizing financial planning software for strategic modelling. The ideal candidate will possess a...

Paraplanner - Wealth Advisory - Melbourne Our client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created! We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced...

A boutique financial planning firm is seeking an Advice Delivery Manager to lead their advice delivery function. This role involves managing workflows, supervising an offshore team, and ensuring compliance. The ideal candidate will have advanced paraplanning experience, strong financial planning knowledge, and excellent communication skills. This is an...

A boutique financial planning firm in Australia is seeking an Advice Delivery Manager to lead their advice delivery function. This role involves managing workflows, supervising an offshore team, and ensuring compliance. The ideal candidate will have advanced paraplanning experience, strong financial planning knowledge, and excellent communication skills....

A leading wealth management firm is seeking an Associate to provide high-quality support to their advice team and assist with HNW clients. The ideal candidate will possess at least two years of experience in paraplanning or a related financial services role, along with excellent communication skills. This full-time role is based in Melbourne and offers...

A fast-growing wealth management technology firm in Sydney is seeking a Business Analyst with paraplanning experience. In this hybrid role, you will bridge business needs and financial applications, conduct user testing, and provide training sessions. Ideal candidates have over five years in paraplanning, strong analytical skills, and a university...

A reputable financial services firm in Sydney is seeking an experienced Adviser Assistant / Paraplanner to support the financial adviser in providing exceptional client service in retirement planning and wealth management. This role involves paraplanning, client support, assisting with applications, and ongoing administration. Ideal candidates have 2-3 years...

Role Overview Our client is a fast growing and innovative company in the wealth management industry. The business develops technology solutions covering the end-to-end wealth management process, from client engagement tools, to preparing financial advice, to investment platform solutions. The core offering includes an investment platform (super and...