Paraplanner jobs in Melbourne, VIC

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...

At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration. We're seeking a Senior Paraplanner to join our experienced team on a permanent basis. This role offers...

3 weeks ago Be among the first 25 applicants Direct message the job poster from Coastal Paraplanning We are expanding! We will be looking to hire a remote (Australian-based only) paraplanner in the new year (Jan/Feb ****). The lead-up to Christmas is crazy busy, so we are putting it out there early that we are taking applications for consideration. About Coastal Paraplanning Fully remote, based...

OverviewJoin to apply for the Risk Insurance Paraplanner role at Cutcher & Neale Accounting and Financial Services2 weeks ago Be among the first 25 applicantsJoin to apply for the Risk Insurance Paraplanner role at Cutcher & Neale Accounting and Financial ServicesAbout Cutcher & NealeIn July ****, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with...

Strategic Paraplanner – Sydney / Melbourne / Brisbane / AdelaideAbout The Role: Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement.You'll work closely with advisers and...

Join Nexia Melbourne as a Senior Paraplanner. This hybrid role offers a career pathway to Associate Adviser and a culture that values growth and wellbeing. About the Role We are seeking a Senior Paraplanner to join our experienced team on a permanent basis. This role offers flexibility — we welcome both full-time and part-time applicants and provide adaptable hybrid working arrangements. You'll...

Guideway, the premium provider of advice solutions to industry and government super funds,is currently recruiting a rare vacancy for an analytical and hard-working university graduate. This is an excellent opportunity for those who have a passion for technical and challenging work. - Leverage your maths, science, engineering, music, finance or other rigorous degree, - Work with leading edge...

Our client is a Melbourne-based financial planning firm providing tailored wealth management, financial advice, and compliance support. They operate with a strong focus on accuracy, transparency, and professional standards, ensuring client-first outcomes. They are seeking an experienced Paraplanning & Compliance Support Administrator who will assist financial planners by managing client data,...

Program Overview An ongoing graduate role within our Wealth Division, offered in both full-time and part-time capacities to suit your availability. Learning and development tailored to your goals. Hands-on experience with diverse clients and in meaningful projects. For students who concluded their studies in the past 24 months or are currently enrolled at University and looking to start their...

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors. US Dodgshun Medlin guides the rural enterprise and...

An ongoing graduate role within our Wealth Division, offered in both full-time and part-time capacities to suit your availability.Learning and development tailored to your goals.Hands-on experience with diverse clients and in meaningful projects.For students who concluded their studies in the past 24 months or are currently enrolled at University and looking to start their career.About the...

Join to apply for the Financial Adviser role at MUFG Pension & Market Services 5 days ago Be among the first 25 applicants Join to apply for the Financial Adviser role at MUFG Pension & Market Services Get AI-powered advice on this job and more exclusive features. A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely,...

Join to apply for the Client Administrator role at ESSSuper 1 day ago Be among the first 25 applicants Join to apply for the Client Administrator role at ESSSuper Get AI-powered advice on this job and more exclusive features. Direct message the job poster from ESSSuper Since 1925, ESSSuper and the funds before it have served the Victorian State Government, its employer agencies and their...

Senior Consultant Join to apply for the Senior Consultant role at IQ Group Australia. IQ Group is seeking experienced Senior Consultants with proven advice domain expertise to support the design, transformation and regulatory uplift of advice models within the superannuation and wealth environment. The role is focused on end-to-end business analysis, advice domain expertise, and customer...

Own your advice. Deepen client impact. Lead with integrity. Our client is a highly regarded, independently licensed financial advisory firm with a strong national presence across Australia. Renowned for delivering advice with clarity, integrity and genuine care, the firm continues to grow and is now seeking an experienced Senior Financial Adviser to join its high-performing advice team. This is...

- Join an ASX listed Wealth Management Organisation - Work with experienced Private Wealth Advisers and be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Ballaratlocation(supporting hybrid / flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history dating back to 1924. Part of Insignia...

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors. US Dodgshun Medlin guides the rural enterprise and...

A premium financial services firm is looking for an analytical and hard-working university graduate. This role involves leveraging a rigorous degree to work with AI-enabled solutions, support Financial Advisers in developing strategies, and draft financial plans for clients. Ideal candidates should have outstanding writing skills and thrive in a dynamic environment. This is an incredible...

Join to apply for the Paraplanner role at Cutcher & Neale Accounting and Financial Services About Cutcher & Neale In July ****, 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 professional growth opportunities as...

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...