Paraplanner/ Senior CSO

3 weeks ago

Brisbane, Queensland, Australia at Full time
Paraplanner/ Senior CSO - Wealth Management

We are a well-established, 100% privately owned, self-licensed, Brisbane CBD boutique wealth management firm.

We have been providing financial advice to private clients and businesses for over forty years.

We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused' environment.

We are expanding our team and looking for a bright and motivated person to join our team in the role of Paraplanner.

Overview

This is an excellent opportunity for an experienced CSO/ junior paraplanner who is wanting to advance their advice generating skills under the guidance of three highly experienced advisers.

Responsibilities
  • Preparing SOAs, ROAs, and other supporting documentation for clients
  • Executing implementation of advice documentation
  • Assisting with client and supplier correspondence and administration where necessary
  • Ensuring data is recorded accurately and promptly and compliance standards are consistently met.
Qualifications
  • 3+ years' experience in a CSO role and/or 1+ year as a paraplanner
  • Advanced experience with Xplan
  • Advanced MS Office skills
Applications

If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter.

Please note cover letter is a must if we are to assess your application.

All applicants will be carefully considered; however, we will only be able to contact those candidates that are short-listed for an interview.

Please do not contact our office directly.

Application questions
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have in wealth management?
  • What's your expected annual base salary?
  • Do you have experience preparing Statement of Advice (SOA) documents?
  • How much notice are you required to give your current employer?
  • Do you have a current Police Check (National Police Certificate) for employment?
  • Have you completed a qualification in financial planning?
#J-18808-Ljbffr

  • Paraplanner/ Senior CSO

    3 weeks ago

    Brisbane, Queensland, Australia at Full time

    Paraplanner/ Senior CSO - Wealth ManagementWe are a well-established, 100% privately owned, self-licensed, Brisbane CBD boutique wealth management firm.We have been providing financial advice to private clients and businesses for over forty years.We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused'...

  • cso / csm

    7 days ago

    Brisbane, Queensland, Australia Berritta Consulting Full time $60,000 - $90,000 per year

    Are you a motivated Client Services professional with 2+ years experience looking to take the next step in your career?This role offers the opportunity to build on your client service skills, gain more direct client interaction, and progress towards becoming a Financial Adviser with full Professional Year (PY) development.Join a respected and supportive...

  • Paraplanner

    3 weeks ago

    Brisbane, Queensland, Australia CDM Partners Full time

    OverviewPARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRMAre you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?This is your chance to join a...

  • Paraplanner

    3 weeks ago

    Brisbane, Queensland, Australia CDM Partners Full time

    OverviewPARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRMAre you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?This is your chance to join a...

  • Paraplanner/ Sr. Paraplanner

    3 days ago

    Brisbane, Queensland, Australia Horsey Jameson Bird Full time $90,000 - $120,000 per year

    About Us:We are a leading boutique financial advice practice established in 1982 holding an Australian Financial Services Licence (AFSL). We provide tailored financial advice to a diverse client base, specializing in investment management, retirement & estate planning, and risk management. Additionally, we are a Registered Tax Agent with a Managed Account...

  • Account Director

    3 weeks ago

    Brisbane, Queensland, Australia CSO Group Full time

    OverviewCSO Group has been protecting some of Australia's largest enterprise and government organisations since 2017. We do this by helping them demystify cybersecurity and simplify the way they think about security strategy, risk and delivery.With operations across Perth, Brisbane, Canberra, Sydney and Melbourne, we work strategically with our customers to...

  • Account Director

    3 weeks ago

    Brisbane, Queensland, Australia CSO Group Full time

    Overview CSO Group has been protecting some of Australia's largest enterprise and government organisations since 2017. We do this by helping them demystify cybersecurity and simplify the way they think about security strategy, risk and delivery. With operations across Perth, Brisbane, Canberra, Sydney and Melbourne, we work strategically with our...

  • Paraplanner - Banking and Financial Services

    3 weeks ago

    Brisbane, Queensland, Australia Macquarie Group Full time

    Paraplanner - Banking and Financial ServicesJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupParaplanner - Banking and Financial Services1 week ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupOur Paraplanning team plays a vital role in...

  • Paraplanner - Banking and Financial Services

    3 weeks ago

    Brisbane, Queensland, Australia Macquarie Group Full time

    Paraplanner - Banking and Financial ServicesJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupParaplanner - Banking and Financial Services1 week ago Be among the first 25 applicantsJoin to apply for the Paraplanner - Banking and Financial Services role at Macquarie GroupOur Paraplanning team plays a vital role in...

  • Senior Wealth Planner

    2 weeks ago

    Brisbane, Queensland, Australia beBeeParaplanner Full time $90,000 - $120,000

    Financial Planning Role:We are a well-established, 100% privately owned wealth management firm based in Brisbane CBD. Our company has been providing financial advice to private clients and businesses for over forty years.Responsibilities:Preparing statements of advice (SOAs) and reports of advice (ROAs), and other supporting documentation for...