Paraplanner jobs in Australia

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 reputable wealth management firm in Australia is seeking a Paraplanner to work with Advisers in delivering strategic advice. This role is ideal for candidates with over 2 years of experience, strong technical skills, and proficiency in Xplan. You will focus on high-quality client interactions while being supported by a dedicated Client Services team. The firm offers a collaborative culture,...

You can now search for people on SEEK. Make your profile public so you can be found by more employers. Update profile visibility This is an ideal opportunity to work for a premier financial planning business in the Northern Suburbs. Odyssey Financial Services is a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional services to...

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...

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...

A leading financial services firm in Tasmania is seeking a skilled paraplanner to join their expanding team. This is an exciting opportunity to contribute to a dynamic work environment focused on excellence in financial solutions. Candidates should have experience in areas like life insurance, retirement, and investments. Strong communication skills and the ability to manage client interactions...

A premier financial planning business in the Northern Suburbs is seeking a Senior Paraplanner for a full or part-time position. The ideal candidate will have a Diploma of Financial Planning or above, excellent MS Office skills, and experience with Xplan software. Responsibilities include producing comprehensive advice documents, researching superannuation funds, and ensuring compliance. A...

Overview Capital Haus is a specialist private wealth management firm advising successful individuals, families and business owners. We operate in a high-performance advisory environment where technical excellence, precision and client outcomes are paramount. As our business continues to scale, we are seeking an experienced Paraplanner to join our Sydney CBD head office and play a critical role...

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...

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...

A boutique financial services company in Australia is seeking a Senior Paraplanner. This role provides a challenging opportunity to deliver holistic financial advice. The ideal candidate will have 3-5 years of experience, strong technical knowledge, and exceptional communication skills. A generous remuneration package starting from $95k is offered, with flexibility for part-time hours. Applicants...

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 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...

A leading financial advisory firm in Adelaide is seeking an experienced Senior Paraplanner to join their team. The role involves preparing comprehensive advice documents, conducting in-depth strategy research, and collaborating closely with Advisers. Candidates should possess strong technical skills and a commitment to client interests. The firm values professionalism and fosters a supportive...

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...

This is an opportunity for an experienced Paraplanner to step into a senior role within a well‑established, privately owned professional services firm located in a city‑fringe setting near Rose Park. The business operates within a collaborative, values‑led environment aligned with a respected mid‑tier advisory network, offering the balance of local autonomy and the support of a broader...

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...