Paraplanner/Client Services Officer
vor 3 Wochen
Financial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your responsibilities will include but not be limited to: Preparation of high quality and comprehensive SOAs and ROAs Researching products, services and strategy options Liaising with clients relating to administrative queries Assisting with implementation The ideal applicant will have Paraplanning experience or minimum 2 years Client Services experience within financial planning practice Passionate about providing an exceptional level of service Understanding of superannuation, pension rules, Centrelink and tax strategies XPlan experience including knowledge of XTools+, Risk Researcher, Wealthsolver Well developed interpersonal skills and the ability to liaise with clients and team members Sound written and verbal communication skills Knowledge of MS Word and Excel Australian citizenship or permanent residency required Benefits and perks Office in leafy Eltham close to all major public transport, cafes and retail Parking provided Flexible working hours available for the ideal candidate Work in a small team environment where ideas, knowledge and experience are shared Salary package will be negotiated with the right candidate and will be dependent on skills, experience and enthusiasm brought to the role. This position is available for an immediate start for the right candidate. If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focuses on the client relationship, then apply now. All applications should include a resume and covering letter. We thank you for your application. Please note only successful candidates that meet the position criteria and requirements will be contacted. Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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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...
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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/Client Services Officer – Full-time
vor 3 Wochen
City of Melbourne, Österreich seek.com.au VollzeitParaplanner/Client Services Officer – Full-time The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...
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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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Paraplanner / Planning Support Officer
vor 1 Woche
City of Brisbane, Österreich PictureWealth VollzeitOverview Join to apply for the Paraplanner / Planning Support Officer role at PictureWealth . We are seeking a skilled, qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth...
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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
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
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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Paraplanner - National Financial Services Business
vor 3 Wochen
City of Melbourne, Österreich Randstad VollzeitA 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...
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Paraplanner
vor 4 Wochen
Council of the City of Sydney, Österreich Burcheart VollzeitParaplanning Specialist – Strategy-First Thinker Wanted Are you obsessed with strategy? Love pulling apart the “what ifs”? Thrive in a high-energy, collaborative environment where the client’s goals drive everything? Welcome to Burcheart – Sydney’sAward-Winning Holistic Financial Planning Practice , where we don’t just follow the rules; we...
