Senior Technical Paraplanner

Senior 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...

Paraplanner 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...

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...

Join 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...

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 leading financial planning firm in Australia is seeking a Senior Paraplanner to provide comprehensive financial strategies. This role involves conducting client analysis, preparing financial plans, and mentoring junior team members. The ideal candidate has over 3 years of experience in paraplanning, a strong understanding of financial principles, and team...

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...

1 day ago Be among the first 25 applicants Ord Minnett is seeking a client focused and proactive Strategic Paraplanner to join our national paraplanning team in our Brisbane office. This is more than a paraplanning role - it’s your opportunity to gain exposure to high-net-worth strategies, complex client scenarios, and set yourself up for a future as a...

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...

A 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...