Paraplanner, Wealth Advisory — Path to Advisor

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...

A 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...

A leading wealth management firm in Brisbane seeks a Strategic Paraplanner to join its national paraplanning team. This role provides exposure to high-net-worth strategies and pathways to become a Private Wealth Adviser. Candidates should have at least a year of paraplanning experience, relevant financial qualifications, and strong knowledge of Xplan. Enjoy...

A leading accounting and advisory firm in Sydney is seeking a Principal Advisor for its Wealth Advisory division. The role involves leading client relationships, mentoring team members, and developing advanced financial strategies. Candidates should have over 8 years of wealth management experience and a degree in a related field. This position offers a...

Financial 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...

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...

A premier wealth advisory firm in Australia seeks a strategic Principal Advisor to join its Wealth Advisory division. This role offers a clear pathway to equity partnership and involves leading sophisticated client relationships while mentoring new advisors. Ideal candidates will have over 8 years of experience in wealth management, exceptional communication...

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...

A financial services firm in Melbourne is seeking an experienced Paraplanner to join their Financial Planning & Wealth Management team. You'll draft various financial documents, manage client administration tasks, and support advisors. Ideal candidates have at least 2 years of paraplanning experience and strong communication skills. This dynamic role offers...

A leading wealth advisory firm in Australia seeks a high-calibre Principal Advisor. In this role, you will shape investment portfolios, develop financial strategies, and mentor upcoming advisors. You will contribute to a collaborative culture, driving divisional growth while being supported by a strong infrastructure. With a clear pathway to equity...