Senior Paraplanner: Life Insurance Strategy

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...

Newlane 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...

Newlane 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...

3 days ago Be among the first 25 applicants About us: Sustainable Life Group is a dynamic and fast-growing general advice licensee that was founded in 2016 with a simple yet ambitious goal; to make life insurance accessible to all Australians, whilst supporting advice practices in navigating the ever-changing landscape of regulation and compliance. Today,...

A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive...

A 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...

This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a...

A leading insurance provider in Sydney is seeking a Principal Claims Consultant. This role requires technical expertise in Group Life Insurance claims, guiding teams to achieve high standards of customer satisfaction. Responsibilities include supporting claim initiatives, reviewing audit results, and mentoring team members. The position offers 5 weeks of...

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...

EDR Case Manager, Life Insurance - 9 month contract 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Apply now » A new transformational adventure awaits you. How does 5 weeks of annual leave, a fulfilling career you’ll genuinely enjoy, and working for a reputable organization that promotes...