Paraplanner - Wealth Advisory
vor 3 Wochen
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 advisors, you'll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience. This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth for both our clients and our people. What You'll Do Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers Prepare performance calculations and support technical analysis Liaise with banks, platform providers, and fund managers as required Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork Support advisors by managing queries and delivering timely responses Prepare reporting and manage internal data for review meetings Assist with internal communications, seminar content, and Investment Committee support Contribute to internal improvement initiatives and attend training to build your expertise What You'll Bring Minimum 2 years' experience in a paraplanning or 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 written and verbal communication skills Excellent attention to detail and ability to multi-task across priorities Proficiency in Microsoft Office, with exposure to portfolio software platforms A collaborative mindset with the ability to work both independently and as part of a team Desire to continually learn and improve in a dynamic, growing firm Strong interest in investment markets and eagerness to develop knowledge further Experience using Xplan software (desirable but not essential) This is truly a fantastic opportunity for a junior Paraplanner to join a professional Wealth Advisory team and watch your career commence to becoming an Advisor For further information please click the Apply Button #J-18808-Ljbffr
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Paraplanner, Wealth Advisory — Path to Advisor
vor 3 Wochen
City of Melbourne, Österreich Lead Group VollzeitA prominent financial services firm in Melbourne is seeking a Paraplanner to join its Wealth Advisory team. This role will involve preparing essential advice documentation, managing client administration, and supporting financial advisors. Candidates should have at least 2 years of experience and relevant qualifications in finance. This is a great...
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Senior Paraplanner
vor 1 Woche
Council of the City of Sydney, Österreich Ally Wealth Management Pty VollzeitAbout 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...
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Paraplanner: Growth Opportunity in Wealth Management
vor 3 Wochen
City of Melbourne, Österreich Cutcher & Neale VollzeitA financial services firm in Melbourne is seeking an experienced Paraplanner to join their Financial Planning & Wealth Management team. You'll draft various financial documents, manage client administration tasks, and support advisors. Ideal candidates have at least 2 years of paraplanning experience and strong communication skills. This dynamic role offers...
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City of Brisbane, Österreich Ord Minnett VollzeitA leading wealth management firm in Brisbane seeks a Strategic Paraplanner to join its national paraplanning team. This role provides exposure to high-net-worth strategies and pathways to become a Private Wealth Adviser. Candidates should have at least a year of paraplanning experience, relevant financial qualifications, and strong knowledge of Xplan. Enjoy...
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Financial Advisor
vor 6 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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Strategic Paraplanner
vor 1 Woche
City of Brisbane, Österreich Ord Minnett Vollzeit1 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...
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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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Council of the City of Sydney, Österreich Integral Private Wealth VollzeitA financial advisory firm in Sydney is looking for a Private Wealth Associate to support the Principal Adviser. This role involves attending client meetings, preparing client summaries, and managing the advice workflow. Candidates should have at least 3 years of experience in financial planning and should excel in communication and detail-oriented tasks. The...
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Senior Paraplanner: Lead Financial Plans
vor 1 Woche
Council of the City of Sydney, Österreich Ally Wealth Management Pty VollzeitA 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...
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Paraplanner
vor 3 Wochen
City of Melbourne, Österreich Cutcher & Neale VollzeitIn 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 enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane,...
