Paraplanner
vor 3 Wochen
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 enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle. At Cutcher & Neale and BBB Partnerswe areTrue Professionalswho believe in beingStronger Togetherby empowering our people to be their best and do their best work. We do this by providing a supportive team environment, ongoing professional and personal development opportunities, and a genuine balance between work and life commitments. Your New Opportunity We’re looking for an experienced Paraplanner to join our Financial Planning & Wealth Management team. Working closely with a team of experienced advisors, you’ll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience. This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth for both our clients and our people. What You’ll Do Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers Prepare performance calculations and support technical analysis liaise with banks, platform providers, and fund managers as required Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork Support advisors by managing queries and delivering timely responses Prepare reporting and manage internal data for review meetings Assist with internal communications, seminar content, and Investment Committee support Contribute to internal improvement initiatives and attend training to build your expertise What You’ll Bring Minimum 2 years’ experience in a paraplanning or similar financial services role Tertiary qualifications in Commerce or Finance (or currently completing) RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing) Strong written and verbal communication skills Excellent attention to detail and ability to multi-task across priorities Proficiency in Microsoft Office, with exposure to portfolio software platforms A collaborative mindset with the ability to work both independently and as part of a team Desire to continually learn and improve in a dynamic, growing firm Strong interest in investment markets and eagerness to develop knowledge further Experience using Xplan software (desirable but not essential) Ready to Join Us? Click Apply now, upload your resume and answer a few quick questions to help us get to know you. #J-18808-Ljbffr
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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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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 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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Paraplanner
vor 1 Woche
City of Melbourne, Österreich Department of Transport and Planning VollzeitTitle and Details Title: Paraplanner Requisition ID: 8785 Work Type: Ongoing Full Time Fixed Term Period: Not Applicable Location: Melbourne - CBD Date Posted: 26 Nov 2025 About Us We create thriving places and connected communities. We bring together transport, planning, land use, precinct and policy functions in a single department to deliver the best...
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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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Paraplanner: Growth Opportunity in Wealth Management
vor 3 Wochen
City of Melbourne, Österreich Cutcher & Neale VollzeitA 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...
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City of Melbourne, Österreich Department of Transport and Planning VollzeitA governmental department in Melbourne is seeking a Paraplanner to provide vital administrative and project support in a dynamic environment. Ideal candidates will possess strong Microsoft Office skills and the ability to work collaboratively with stakeholders. Responsibilities include managing correspondence and assisting with Ministerial briefings. The...
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Paraplanner
Vor 4 Tagen
City of Melbourne, Österreich Industry Fund Services VollzeitHead 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....
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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...
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City of Melbourne, Österreich seek.com.au VollzeitA 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...
