Senior Paraplanner jobs

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,...

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 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...

A financial services company in Sydney is seeking a Senior Paraplanner to support its Wealth advice team. This role involves preparing tailored financial strategies, ensuring compliance with documentation, and producing various advice documents. Ideal candidates will have at least 5 years of experience in financial services, a Diploma in Financial Planning, and strong analytical skills. The...

A financial services company is looking for a mid-senior level paraplanner to prepare high-quality Statement of Advice documents. The ideal candidate will have extensive experience in financial planning, including using financial planning software like XPlan. This role is offered on a full-time basis, and aims to enhance team efficiency through collaboration with technology resources. The...

A financial services provider in Sydney seeks a Senior Paraplanner to support Financial Advisers with developing tailored financial strategies for clients. This role involves preparing advice documents, conducting detailed product research, and ensuring compliance with documentation standards. The ideal candidate will have over five years of experience in financial services and strong analytical...

A private wealth management firm in Sydney is seeking an experienced Paraplanner to support Private Wealth advisers. The role focuses on translating complex client objectives into compliant financial advice. Ideal candidates will have a Bachelor's degree, RG146 compliance, and 2 years of paraplanning experience. The firm values technical quality and offers a competitive salary, modern offices,...

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,...

The purpose of the Senior Paraplanner role is to support the Focus Partners Australia Wealth advice team. You will help the advisers develop, implement, and maintain tailored financial strategies for clients. This role combines technical analysis, strategic research, client communication, and administrative coordination, ensuring exceptional client experience and high-quality financial outcomes....

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...

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 clients. We are looking for a full or part time Senior Paraplanner. The role offers a challenging opportunity to provide holistic...

Senior Paraplanner role at Focus Partners Australia Position Summary The purpose of the Senior Paraplanner role is to support the Focus Partners Australia Wealth advice team. You will help the advisers develop, implement, and maintain tailored financial strategies for clients. This role combines technical analysis, strategic research, client communication, and administrative coordination,...

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...

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...

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...

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 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,...

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...