Financial Advisor/Paraplanner
vor 3 Wochen
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 You’ll work closely with clients across wealth creation, superannuation, retirement, and insurance strategies, delivering holistic, relationship-based advice. Depending on your experience, you’ll either manage your own portfolio as an Adviser or step in as a Paraplanner ready to grow into an advice role. Key Responsibilities Provide tailored financial advice and conduct regular client reviews Manage and grow an existing portfolio of loyal clients Develop wealth creation, super, retirement, and risk management strategies Ensure compliance with ASIC and licensee standards About You RG146 compliant with relevant tertiary qualifications (Financial Planning, Commerce, etc.) Minimum 2–3 years’ experience in an advice or paraplanning role Strong client relationship skills and proactive communication style Passionate about helping clients achieve their goals Ready to Make an Impact? If you’re ready to grow your skillset, implement change, and take ownership of your role, we’d love to hear from you Apply directly or reach out to Caitlin Neville | Senior Recruitment Consultant @ Niche Talent | Public Practice Specialist. Brisbane, QLD, Australia This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying. Looking for More Opportunities? Explore more jobs with upfront salary details that respect your worth. #J-18808-Ljbffr
-
Financial Advisor
vor 5 Stunden
Gold Coast City, Österreich Talent VollzeitFinancial 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...
-
Financial Advisor
vor 5 Stunden
Gold Coast City, Österreich Talent VollzeitA respected financial advisory firm is seeking a Financial Advisor / Paraplanner in Southport. Join a growing team with genuine career progression to Director level. You'll deliver tailored financial advice, manage a loyal client portfolio, and ensure compliance with industry standards. Ideal candidates will be RG146 compliant and have 2–3 years of...
-
Paraplanner — SOA
vor 3 Wochen
The Council of the Municipality of Kiama, Österreich Padua Financial Group VollzeitA 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...
-
Senior Technical Paraplanner
vor 1 Woche
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...
-
Financial Advisor Melbourne Australia
vor 4 Wochen
City of Melbourne, Österreich International Financial Advisor Jobs VollzeitJoin to apply for the Financial Advisor Melbourne Australia role at International Financial Advisor Jobs Join to apply for the Financial Advisor Melbourne Australia role at International Financial Advisor Jobs Get AI-powered advice on this job and more exclusive features. Our client is seeking career driven individuals to join their Wealth Management...
-
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...
-
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...
-
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...
-
Senior Paraplanner: Lead Financial Plans
vor 1 Woche
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...
-
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...