Senior Paraplanner
Vor 5 Tagen
Ouch. Glass ceilings hurt. You’re ambitious and want to keep improving, but where you are there’s no training, no advancement, and no learning. This job eliminates those problems. Company overview Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners – that’s where you come in. You’ll have a manager, a mentor, and buddies from different teams. The firm supports those who aim to become financial planners in 3‑4 years, helping you obtain Chartered status and ramp up technical skills. We work with HNW individuals and businesses with complex needs. Your day‑to‑day work will be far from run‑of‑the‑mill, involving specialist planners and referrals from tax and corporate finance teams. Benefits Starting salary up to £52,000 Agile/Hybrid working – core hours 10 AM to 2 PM and two home‑working days 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days (28 days on a training contract) Employee recognition awards Succession planning programme and supportive management structure Employee Assistance Programme – free confidential 24‑hour support, unlimited counselling and virtual doctors for you and your family Requirements 3–4 years of paraplanning experience, level 4 qualified No need to come from an IFA background or be an expert in all areas of financial planning Experience in IO would be good but not a pre‑requisite Want to know more? Apply and we’ll be in touch. Even without an up‑to‑date CV, we can discuss later. Everyone receives a response. #J-18808-Ljbffr
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Senior Paraplanner
vor 2 Wochen
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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Senior Technical Paraplanner
vor 2 Wochen
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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Senior Paraplanner: Lead Financial Plans
vor 2 Wochen
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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Senior Paraplanner: Life Insurance Strategy
Vor 7 Tagen
Council of the City of Sydney, Österreich Newlanerisk VollzeitA 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...
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Financial Advisor/Paraplanner
vor 4 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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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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Insurance Strategy
vor 2 Wochen
Council of the City of Sydney, Österreich Newlanerisk VollzeitNewlane 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...
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Insurance Strategy
Vor 7 Tagen
Council of the City of Sydney, Österreich Newlanerisk VollzeitNewlane 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...
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Senior Associate Adviser
vor 1 Tag
City of Melbourne, Österreich IOOF Holdings Limited VollzeitJoin an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballaratlocation(supporting hybrid / flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history dating back...
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Senior Project Manager
Vor 3 Tagen
City of Melbourne, Österreich at VollzeitFindex are currently seeking an experienced Senior Project Manager to join our Enterprise PMO (EPMO). This is a permanent, full-time role, flexible on location within Australia for the right person. The Senior Project Manager plays a critical leadership role within our EPMO, responsible for transforming Wealth Management ways of working by digitising and...