Paraplanner jobs

About the role At Empire we approach advice differently to most advice firms, and as one of our Technical Advisors (paraplanner) you'll play a pivotal role in that differentiated approach. This is a full-time paraplanning role based in our office in beautiful East Perth. As a Technical Advisor at Empire Financial Group, you will be a key member of our Financial Planning team, responsible for...

This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...

A leading financial services firm in South Australia seeks a proactive Senior Paraplanner to prepare comprehensive Statements of Advice and Strategy Documents. This role involves collaborating with advisers and ensuring compliance within a quality-focused advice environment. The ideal candidate will have 5+ years of experience in paraplanning, strong technical knowledge of superannuation,...

A leading financial services firm in Australia is seeking a Paraplanner to support a senior adviser within a high-performing team. You will manage a dedicated client base, contribute to advice production, and coordinate implementation. Ideal candidates will have at least 2 years of experience in paraplanning, strong knowledge of Xplan, and a proven ability to manage client relationships. This...

This is a Paraplanner, Perpetual Wealth Management role with Perpetual Limited based in Melbourne, VIC, AU Perpetual Limited Role Seniority - mid level More about the Paraplanner, Perpetual Wealth Management role at Perpetual Limited More Time Off for What Matters: Enjoy up to 6 weeks of leave. Flexible Work Environment: Work where you work best – whether in the office or from home. Work in our...

Location: UK-Based | Hybrid (with flexibility for remote work for the right person) About Our client is an award-winning, CISI-accredited financial planning firm with a clear, ambitious mission: to build a £1 billion AUM business while maintaining a lean, high-quality organisation. They are advice-led and tech-driven, specialising in High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) private...

Dynamite Recruitment are supporting a well‑established independent financial planning firm based in Liverpool, providing holistic, client‑focused advice across retirement planning, investmentsкай, pensions, and protection. Whose approach is built on long‑term relationships, high technical standards, and delivering clear, tailored advice to our clients. Due to continued growth, we are looking to...

Padua Solutions is a Software & Services firm specialising in supporting financial advisers, practices and licensees in providing high‑quality financial advice. Padua was founded in late 2013 by siblings Anne‑Marie and Matthew Esler. Padua is focussed on solving four of the financial advice industry’s key challenges – time, cost, quality and trust. Padua’s purpose is: “We create more value” and...

IDEX Consulting are representing a reputable and long-standing financial advisory business who are seeking a Paraplanner to join their Wakefield based support team. Role responsibilities include: - To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate - Review client objectives ensuring they are clear, concise and...

Salary £40,000-£50,000 DOE (Bonus available). Location - Near Brighton, Hybrid working. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients’ long‑term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely...

A financial services company is seeking a proactive Strategic Paraplanner to join its Brisbane office. In this role, you will prepare high-quality Statements of Advice (SOAs) and build complex financial projections while collaborating with advisers. Candidates should have a minimum of 1 year experience in paraplanning and relevant qualifications in Financial Planning. This position offers a clear...

This is more than a standard paraplanning role; it's an opportunity to make a tangible impact. As a Senior Paraplanner in our elite Private Bank team, you won't just support—you'll strategise, innovate, and drive excellence at the heart of our success. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global...

A leading financial planning firm seeks a Senior Paraplanner with strong expertise in pensions, investments, and tax. This role involves leading complex financial cases for high-net-worth clients, drafting high-quality suitability reports, and supporting advanced cashflow modeling. The ideal candidate holds a Level 4 Diploma, has excellent communication skills, and is detail-oriented. The...

A leading financial advice firm in East Perth is seeking a Technical Advisor (paraplanner) to join their Financial Planning team. You will be instrumental in preparing financial plans and collaborating with advisors to provide exceptional client service. Ideal candidates will have a relevant qualification and 3-5 years of experience in financial planning. The role offers a competitive salary and...

The Role Reporting to the Financial Advisers and Partner, you will be responsible for the preparation and completion of Statements of Advice (SoAs) and Strategy Documents, along with assisting in the preparation and review of Records of Advice (RoAs). You will work closely with advisers, client services and external providers to ensure advice is accurate, compliant and efficiently...

Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There is an excellent opportunity for an experienced paraplanner to join their growing...

A financial advisory firm is looking for a Paraplanner to join their support team in Wakefield. The ideal candidate should have a good understanding of the financial planning process, strong interpersonal skills, and be able to provide excellent service to clients. Responsibilities include assisting Financial Planners, preparing financial plans, and conducting research on investment funds. An...

A prominent financial advice firm in Sydney is looking for an Adviser Assistant/Paraplanner to support the CEO and financial advisers in client retirement planning and wealth management. Ideal candidates should have 2-3 years of experience in financial advice administration, strong communication skills, and the ability to work in a fast-paced environment. A competitive salary is offered based on...

This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Comprehensive Financial Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A fantastic...

A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive salary and the potential to work from home...