Senior Paraplanner: Lead Financial Plans

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...

A 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...

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...

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...

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 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...

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...

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...

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...