Paraplanner - National Financial Services Business
vor 3 Wochen
A leading national financial services firm is seeking an experienced Paraplanner for their Melbourne team. Join a firm known for its supportive team environment, commitment to professional growth, and genuine work‑life balance. Working closely with experienced advisors, you will play a critical role in preparing advice documentation and managing investment administration to support a high‑quality client experience. What You’ll Do Draft Statements of Advice, Records of Advice, portfolio reviews, and investment strategies. Manage new client onboarding and client administration tasks, including cash movements and investment paperwork. Prepare performance calculations and support technical analysis. Liaise with banks, platform providers, and fund managers. Support advisors by managing queries and preparing reports. What You’ll Bring Minimum 2 years’ experience in paraplanning or a similar financial services role. Tertiary qualifications in Commerce or Finance (or currently completing). RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing). Strong communication skills, attention to detail, and the ability to multi‑task. Proficiency in Microsoft Office and exposure to portfolio software. A collaborative mindset and a strong interest in investment markets. Experience with Xplan is desirable but not essential. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background. #J-18808-Ljbffr
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Paraplanner
vor 4 Wochen
City of Melbourne, Österreich Cutcher & Neale Accounting and Financial Services VollzeitJoin to apply for the Paraplanner role at Cutcher & Neale Accounting and Financial Services About Cutcher & Neale In July 2025, 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...
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Paraplanner — SOA
vor 3 Wochen
The Council of the Municipality of Kiama, Österreich Padua Financial Group VollzeitA financial services firm in New South Wales seeks a paraplanner responsible for preparing high-quality Statement of Advice (SOA) documents. The ideal candidate has at least 3 years of experience in financial planning, strong technical skills, and proficiency in financial planning software, especially XPlan. This role supports financial advisers and offers...
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Senior Technical Paraplanner
vor 1 Woche
Town Of Cambridge, Österreich Harts Financial Solutions VollzeitA financial consultancy in Australia is seeking a Senior Technical Paraplanner to deliver high-quality financial advice and maintain client records. This role requires extensive experience in technical paraplanning with a focus on strong ethics and professionalism. The ideal candidate will have a relevant Australian degree and proven ability in financial...
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Financial Advisor
vor 5 Stunden
Gold Coast City, Österreich Talent VollzeitFinancial 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...
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Financial Advisor/Paraplanner
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitHybrid 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...
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Paraplanner
Vor 4 Tagen
City of Melbourne, Österreich Industry Fund Services VollzeitHead of People & Culture @ Industry Fund Services | People & Culture Who We Are: IFS’s purpose is to help Australians retire with dignity, security and confidence. We use our deep expertise, innovative thinking, collective ownership and scale to empower our partners. We keep the member at the heart of everything we do, and we do the right thing – always....
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Paraplanner - Wealth Advisory
vor 3 Wochen
City of Melbourne, Österreich Lead Group VollzeitParaplanner - 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...
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Senior Technical Paraplanner/Technical Specialist
vor 2 Wochen
Town Of Cambridge, Österreich Harts Financial Solutions VollzeitSenior Technical Paraplanner/Technical Specialist Harts Financial Solutions - Your Private CFO & Principle AdviserHarts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their...
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Paraplanner
vor 3 Wochen
Town Of Cambridge, Österreich RGH-Global Ltd VollzeitParaplanner Salary £35,000-£45,000 Based in Cambridge, hybrid working This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a...
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City of Melbourne, Österreich seek.com.au VollzeitA financial planning firm located in Melbourne is seeking a motivated Paraplanner/Client Services Officer. This role involves preparation of comprehensive documents, client liaison, and supporting the advice practice. Ideal candidates will have paraplanning experience or at least 2 years in client services, along with strong interpersonal skills. Benefits...
