Insurance Paraplanner

A personal insurance advisory firm is looking for a Senior Paraplanner to support advisors by creating personal insurance strategies and managing the advice process. The ideal candidate has at least 3 years of experience in life insurance, particularly in Life, Disability, and Critical Illness insurance. Proficiency in XPLAN CRM is required, along with...

About the role Join Ally Wealth Management as a Senior Paraplanner and play a vital role in providing comprehensive financial planning advice to our clients. This is a full-time position based in our Sydney or Perth office, with opportunities for flexible and remote working arrangements. As a Senior Paraplanner, you will collaborate closely with our team of...

Hybrid Posted 1 day ago Financial Advisor / Paraplanner – Southport | Gold Coast Join a growing firm with genuine career progression to Director level What’s on Offer Full-time role with clear long-term growth to Director level Established client base with strong referral potential Collaborative, supportive culture backed by experienced owners The Role...

Financial Advisor / Paraplanner – Southport | Gold Coast Join a growing firm with genuine career progression to Director level This is a rare opportunity to join a respected Southport-based financial advisory firm at an exciting stage of growth and transition. With a loyal client base and new ownership driving expansion, you'll play a key role in shaping...

Overview Join to apply for the Paraplanner / Planning Support Officer role at PictureWealth . We are seeking a skilled, qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth...

Newlane Risk is a forward-thinking personal insurance advisory firm committed to delivering tailored risk solutions that protect our clients’ financial futures. We combine deep industry expertise with innovative tools to streamline advice delivery and enhance client experience. Role Overview We are seeking an experienced and detail-oriented Senior...

Newlane Risk is a forward-thinking personal insurance advisory firm committed to delivering tailored risk solutions that protect our clients' financial futures. We combine deep industry expertise with innovative tools to streamline advice delivery and enhance client experience. Role Overview We are seeking an experienced and detail-oriented Senior...

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...

Padua Solutions is a Software & Services firm specializing in supporting financial advisers, practices and licensees in providing high quality financial advice. Padua was founded in late 2013 by siblings Anne-Marie and Matthew Esler. Padua is focused on solving four of the financial advice industry’s key challenges – time, cost, quality and trust....

Join a well-established, modern financial planning business that helps everyday Australians make smarter choices about their super, insurance, and retirement. We’ll give you the clients, the support, and the systems so you can focus on what you do best: building relationships and delivering great advice. What you’ll be doing Talk with clients on the...