Paraplanner & Client Services Expert - Flexible Hours

vor 3 Wochen


City of Melbourne, Österreich seek.com.au Vollzeit

A 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 include flexible working hours and a supportive team environment.#J-18808-Ljbffr


  • Paraplanner

    vor 9 Stunden


    City of Melbourne, Österreich Industry Fund Services Vollzeit

    Opportunity to join a high performing and collaborative team, focused on providing quality paraplanning services to Industry super CBD location with Hybrid Work arrangements on offer Fantastic team environment Fixed term role Full-time or Part-time Who We Are: IFS’s purpose is to help Australians retire with dignity, security and confidence. We use our...


  • City of Melbourne, Österreich seek.com.au Vollzeit

    Paraplanner/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...

  • Paraplanner

    Vor 6 Tagen


    City of Melbourne, Österreich Industry Fund Services Vollzeit

    Head 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....


  • City of Melbourne, Österreich Lead Group Vollzeit

    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...

  • Senior Paraplanner

    vor 2 Wochen


    Council of the City of Sydney, Österreich Ally Wealth Management Pty Vollzeit

    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...

  • Paraplanner

    vor 3 Wochen


    Town Of Cambridge, Österreich RGH-Global Ltd Vollzeit

    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...


  • City of Melbourne, Österreich Industry Fund Services Vollzeit

    A leading financial services firm in Melbourne is seeking a Paraplanner to assist financial advisors in creating financial plans for clients. The ideal candidate will have strong communication and numeracy skills, attention to detail, and relevant qualifications. This role offers a competitive salary package, hybrid working arrangements, and opportunities...


  • City of Brisbane, Österreich PictureWealth Vollzeit

    Overview 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...


  • Town Of Cambridge, Österreich RGH-Global Ltd Vollzeit

    A financial services company in Town Of Cambridge is seeking an experienced Paraplanner to provide analytical support to Financial Planners. This hybrid role involves detailed research, producing suitability reports, and ensuring high professional standards. Ideal candidates will have a background in paraplanning and hold relevant financial qualifications,...


  • City of Melbourne, Österreich Randstad Vollzeit

    A 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...