Paraplanner
vor 17 Stunden
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 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. We provide consulting, service design and operational solutions to profit to member super funds addressing their member education, financial advice and unpaid super needs. Summary: We are seeking an experienced, highly organised, and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors. An understanding of the profit to member superannuation philosophy and individual client funds’ services and position within the industry superannuation network would be an advantage. The Opportunity In this role you’ll have the opportunity to: Gain exposure and work with a number of different Industry Funds Clients Work closely with Financial Advisors from relevant funds to develop accurate and holistic Statements of Advice. Collaborate with other team members to deliver efficient service to clients. Participate in peer audit process to help improve or maintain knowledge and compliance within the team. The successful applicant will have: Completed or partially completed a Graduate Certificate of Financial Planning, or relevant tertiary qualification Relevant tertiary qualifications are also considered an advantage. If required, be willing to undertake further study to ensure compliance with the Financial Advice Standards and Ethics Committee (FASEA). Previous experience in working as a paraplanner with a Financial Planning practice A high level of communication and numeracy skills A strong work ethic and high level of professionalism The ability to relate to and work consultatively with colleagues at all levels Superior analytical and conceptual skills The ability to synthesise information in a clear, succinct manner High attention to detail is essential Knowledge of Xplan The Benefits A competitive salary package, inclusive of 13.5% super Incentive rewards for high performance. Above award leave entitlement including additional paid leave between the Christmas and New Year public holidays A comprehensive Employee Assistance Program Hybrid and flexible workplace Ongoing coaching, training, and professional development A workplace that is welcoming and celebrates diversity The opportunity to work for an organisation that is truly focused on acting in members best interest, not just on making a profit IFS is an equal opportunity employer supporting diversity and inclusion in the workplace. Are you ready? If this sounds like you and you are ready to take the next step we would love to hear from you. Please apply now. #J-18808-Ljbffr
-
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 2 Wochen
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...
-
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...
-
Paraplanner
vor 2 Wochen
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...
-
Financial Advisor/Paraplanner
vor 4 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...
-
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...
-
Paraplanner – Planning Facilitation, Melbourne CBD
vor 2 Wochen
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...
-
Paraplanner
Vor 7 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....
-
Strategic Paraplanner
vor 2 Wochen
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...
-
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...
