Paraplanning & Client Service Specialist
Vor 3 Tagen
A reputable financial services firm in Sydney is seeking an experienced Adviser Assistant / Paraplanner to support the financial adviser in providing exceptional client service in retirement planning and wealth management. This role involves paraplanning, client support, assisting with applications, and ongoing administration. Ideal candidates have 2-3 years of relevant experience, strong communication skills, and proficiency in Microsoft Office. The firm offers a competitive salary and a collaborative team environment.#J-18808-Ljbffr
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AMP 2026 Financial Services Graduate Program
vor 1 Woche
Sydney, Österreich AMP VollzeitJoin to apply for the AMP 2026 Financial Services Graduate Program role at AMP Join to apply for the AMP 2026 Financial Services Graduate Program role at AMP Get AI-powered advice on this job and more exclusive features. About AMP If you live in Australia or New Zealand, you've likely heard of AMP. We help people with their banking, super, retirement and...
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AMP 2026 Accounting
vor 2 Wochen
Sydney, Österreich AMP VollzeitAMP 2026 Accounting & Finance Graduate Program Join to apply for the AMP 2026 Accounting & Finance Graduate Program role at AMP AMP 2026 Accounting & Finance Graduate Program Join to apply for the AMP 2026 Accounting & Finance Graduate Program role at AMP Get AI-powered advice on this job and more exclusive features. About AMP If you live in Australia or New...
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Paraplanning & Client Strategy Assistant
Vor 7 Tagen
Council of the City of Sydney, Österreich Ord Minnett VollzeitA premier wealth management firm is looking for a Strategic Planner to provide paraplanning support, collaborate closely with Financial Planners, and prepare strategic advice for clients. Key responsibilities include client liaison, preparing annual reviews, and utilizing financial planning software for strategic modelling. The ideal candidate will possess a...
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Advice Governance Senior Specialist
vor 4 Wochen
Council of the City of Sydney, Österreich AMP VollzeitAdvice Governance Senior Specialist (12 month contract) Join to apply for the Advice Governance Senior Specialist (12 month contract) role at AMP If you live in Australia or New Zealand, you've likely heard of AMP. We are now a nimbler business with new leadership and thinking, helping people with banking, super, retirement and finances. Purpose of the role...
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Team Leader, Paraplanning
vor 4 Wochen
Council of the City of Sydney, Österreich Focus Partners Australia VollzeitJoin to apply for the Team Leader, Paraplanning role at Focus Partners Australia This role is located in Sydney, Australia. The purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy...
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Team Leader, Paraplanning
vor 1 Tag
Council of the City of Sydney, Österreich Focus Financial Partners VollzeitThe purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy modelling, product research (risk and wealth product comparisons) and advice template maintenance. This role is located in...
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Council of the City of Sydney, Österreich Ensombl VollzeitSmartMoney Wealth Management, Sydney Olympic Park NSW, Australia Work Type In Person Role Type Advisor Employment Type Full Time About the business We are a diversified wealth management firm strategically positioned to provide holistic advice to predominantly wealth accumulator clients. Our young and dynamic team provides specialist holistic advice that our...
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Senior Paraplanning Analyst | Product
vor 2 Wochen
Council of the City of Sydney, Österreich Xprt Dev VollzeitA fast-growing wealth management technology firm in Sydney is seeking a Business Analyst with paraplanning experience. In this hybrid role, you will bridge business needs and financial applications, conduct user testing, and provide training sessions. Ideal candidates have over five years in paraplanning, strong analytical skills, and a university...
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Enterprise Architect
vor 2 Wochen
Council of the City of Sydney, Österreich AMP VollzeitEnterprise Architect - AI, Agile and Innovation Enterprise Architect - AI, Agile and Innovation role at AMP . Join AMP, an Australian financial services company, to help redefine the industry through technology innovation, AI‑enabled solutions, and Agile transformation. How you'll make an impact As an Enterprise Architect, you will drive the...
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Business Paraplanning Analyst
vor 2 Wochen
Council of the City of Sydney, Österreich Xprt Dev VollzeitRole Overview Our client is a fast growing and innovative company in the wealth management industry. The business develops technology solutions covering the end-to-end wealth management process, from client engagement tools, to preparing financial advice, to investment platform solutions. The core offering includes an investment platform (super and...