Paraplanner jobs in Queensland

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...

A wealth management company is looking for a Paraplanner to join their centralised hub in Ipswich or Mayfair. The role involves assisting Wealth Planners in delivering wealth planning services by producing comprehensive reports. The ideal candidate will have CII DipPFS qualification and significant report writing experience, with a strong focus on client satisfaction. This position is full-time...

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 services company is seeking a proactive Strategic Paraplanner to join its Brisbane office. 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 pathway...

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...

Strategic Paraplanner - Sydney/ Melbourne/ Brisbane/ Adelaide 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. Key Responsibilities Prepare high-quality Statements of Advice...

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...

Overview Join to apply for the Paraplanner / Planning Support Officer role at PictureWealth. We are seeking a skilled, qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth knowledge of Australian financial...

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...

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...

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 Private Wealth Adviser through our Professional Year and Associate Adviser...

A leading financial advice firm based in Brisbane CBD is seeking an experienced paraplanner to join their dynamic team. The successful candidate will support financial advisers in delivering holistic financial solutions to affluent clients, working closely with experienced professionals in a positive team culture. Major responsibilities include reviewing strategies, generating required documents,...

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...

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 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...

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...

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...

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...

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...

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...