Aktuelle Jobs im Zusammenhang mit Paraplanner - Council of the City of Sydney - Burcheart
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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...
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Paraplanner
vor 4 Wochen
Council of the City of Sydney, Österreich Burcheart VollzeitFounder of Burcheart | Australia’s 50 Most Influential Advisers 2025 | Multi Award Winning Financial Planner | Speaker | FAAA Adviser of the Year 2023 Paraplanning Specialist – Strategy-First Thinker Wanted Are you obsessed with strategy? Love pulling apart the “what ifs”? Thrive in a high-energy, collaborative environment where the client’s goals...
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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...
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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...
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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...
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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...
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Senior Paraplanner: Life Insurance Strategy
Vor 6 Tagen
Council of the City of Sydney, Österreich Newlanerisk VollzeitA personal insurance advisory firm is looking for a Senior Paraplanner to support advisors by creating personal insurance strategies and managing the advice process. The ideal candidate has at least 3 years of experience in life insurance, particularly in Life, Disability, and Critical Illness insurance. Proficiency in XPLAN CRM is required, along with...
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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...
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Financial Advisor/Paraplanner
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitHybrid 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...
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Strategic Paraplanner
vor 1 Woche
City of Brisbane, Österreich Ord Minnett Vollzeit1 day ago Be among the first 25 applicants Ord Minnett is seeking a client focused and proactive Strategic Paraplanner to join our national paraplanning team in our Brisbane office. This is more than a paraplanning role - it’s your opportunity to gain exposure to high-net-worth strategies, complex client scenarios, and set yourself up for a future as a...
Paraplanner
vor 4 Wochen
Paraplanning Specialist – Strategy-First Thinker Wanted Are you obsessed with strategy? Love pulling apart the “what ifs”? Thrive in a high-energy, collaborative environment where the client’s goals drive everything? Welcome to Burcheart – Sydney’sAward-Winning Holistic Financial Planning Practice , where we don’t just follow the rules; we rewrite them to build better lives for our clients. We’re currently on the hunt for our next Paraplanner due to an increase in workload. If you’re up for the challenge, this is the role that will define your career. About Us Burcheart is built on astrategy-first mindset , deep relationships, and a culture that actuallywalks the talk. Our team of three advisers, supported by a powerhouse back‑office and outsourced SOA team, createcustomised financial strategies for clients across all life stages. About You You’re hungry to learn. You challenge assumptions. You dream in Excel formulas and financial planning software tools. And most importantly, you care deeply about helping clients make confident, informed decisions. What You’ll Do Collaborate with a close-knit team (that’s got your back) Create and modeltailored strategiesacross cashflow, super, risk, SMSF, property and investments, retirement planning, aged care and estate planning Use yourcashflow masteryand lateral thinking to deliver out-of-the-box advice scenarios to help clients reach their goals Embrace and contribute to our tech stack Stay across industry rules, caps and the ever-evolving financial landscape Write and develop Strategy Considerations and Statement of Advice documents What We’re Looking For Critical - Minimum 2 years' experience in a paraplanning role Strong knowledge of financial strategies including Investments, Superannuation, and Retirement Planning. Exposure to SMSFs, Aged Care, Gearing, and Social Security (highly regarded). Relevant qualifications (Degree in Business, Economics, Commerce, or Diploma of Financial Planning). A paraplanner wanting tomaster your craftor someone looking to step up into advice in the future Plutosoft experience (highly regarded) or are a fast learner typically Xplan trained Detail-obsessed and process-driven, but not afraid to shake things up High attention to detail with exceptional written and verbal communication skills. Ability to work efficiently in a fast-paced, team-oriented environment. Ateam playerwho works hard and celebrates wins harder Passionate aboutlong-term client outcomes, not just ticking compliance boxes What’s in It for You? A High-Performance Culture – Join a team that values collaboration, innovation, and excellence. A Competitive Salary Package – Be rewarded for your expertise and contribution. Prime Location – Work in a modern, well-equipped office in Pitt Street, Sydney. Professional Growth – Ongoing development opportunities to expand your knowledge and skill set. Why Join Us? We’re not just offering a job. We’re offering a career in a place that values smarts, integrity, curiosity and heart. You’ll learn from some of the industry’s best minds, contribute meaningfully from day one, and never be short on a challenge. Location: Sydney, New South Wales, Australia #J-18808-Ljbffr
