Paraplanning Specialist

About Equity TrusteesEstablished in 1888, Equity Trustees is one of Australia's largest specialist trustee companies. Our mission is to help our clients grow, manage and protect their wealth now and for generations to come.Job SummaryWe are seeking a highly skilled Business Paraplanning Specialist to join our team. As a key member of our financial planning...

About the RoleAs a Paraplanning Financial Planning Specialist at Equity Trustees, you will play a crucial business support role in providing high-quality services to our team of financial advisers. With your expertise in financial planning and paraplanning, you will be responsible for creating Statements of Advice and Record of Advice Documents.Key...

About the RoleWe are seeking a highly skilled Paraplanning Team Leader to join our Perpetual Wealth Management team. As a key member of our National Paraplanning team, you will be responsible for providing leadership, coaching and onboarding support to Advisers, Partners and clients.Key Responsibilities:Assist the Senior Manager, National Paraplanning with...

About the RoleWe are seeking an experienced Strategic Paraplanning Lead to join our team at Perpetual Wealth Management. This is a key leadership role that will provide quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients.Key ResponsibilitiesAssist the Senior Manager, National Paraplanning with the...

Perpetual is a leading provider of investment, wealth and fund management services in Australia. We're seeking an experienced Strategic Paraplanning Leader to join our team.About the RoleWe offer a highly competitive salary package including a base salary of $120,000 - $180,000 per annum, depending on experience. This role involves providing strategic advice...

Job DescriptionWe are seeking a skilled Paraplanning Team Lead to join our Perpetual Wealth Management team. As a key member of the team, you will be responsible for providing quality, compliant and timely paraplanning services and strategic advice support to Advisers, Partners and clients.About the Role Assist the Senior Manager, National Paraplanning in...

We are seeking an experienced Team Leader to join our Paraplanning team at Perpetual Wealth Management.About the RoleAs a Team Leader, you will be responsible for providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients. Assist the Senior Manager, National Paraplanning with the management of...

About the RoleWe are seeking an experienced Paraplanning Team Leader to join our team in Wealth Management. As a key member of our team, you will play a crucial role in providing quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Assist the Senior Manager, National Paraplanning with the...

About the OpportunityWe are seeking a seasoned paraplanning professional to take on a leadership role within our wealth management team. As a Senior Paraplanning Business Leader, you will be responsible for providing strategic advice and support to senior advisers, trust managers, and clients.Key ResponsibilitiesAssist in the management of the national...

About the RoleAs a Team Leader within the Paraplanning team at Perpetual Wealth Management, you will play a pivotal role in delivering quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Manage the National Paraplanning team to ensure effective and consistent support to Senior Advisers, Trust...

About the RoleWe are seeking a skilled Paraplanning Team Lead to join our Wealth and Asset Management team at Perpetual. As a key member of our team, you will be responsible for providing high-quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key ResponsibilitiesLead the management of the National Paraplanning team...

About the RoleWe are seeking an experienced Financial Planning Professional to join our team as an Investment Portfolio Specialist. This is a fantastic opportunity to leverage your skills and knowledge in financial planning, paraplanning, and investment analysis to support our clients.Key Responsibilities:Develop and implement comprehensive financial...

We are seeking a Strategic Financial Planning Specialist to join our team at William Buck.About the role:The successful candidate will be responsible for collaborating with senior advisors to devise and prepare comprehensive financial planning strategies, attending client meetings, and providing exceptional support in managing client relationships. You will...

We are seeking a highly skilled Financial Planning Specialist to join our team at Equity Trustees. In this role, you will have the opportunity to leverage your expertise in financial planning and investment portfolio management to drive business growth and success.About the RolePrepare high-quality financial planning documents, including Statements of Advice...

We are seeking a skilled Financial Planning Specialist to join our growing team at Equity Trustees. In this role, you will be responsible for providing quality support services to our financial advisers and contributing to the growth of our business.As a Financial Planning Specialist, your main focus will be on creating Statements of Advice and Record of...

Key Responsibilities• Collaborate with senior advisors to develop and implement financial planning strategies.• Attend client meetings to provide expert advice and support.• Utilize financial modeling to analyze complex financial data and provide actionable insights.• Assist in managing client relationships to ensure their needs are met and...

Financial Planning Support SpecialistAt Fuse Recruitment, we are seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors. Key Responsibilities:Assist financial advisors in preparing comprehensive financial plans for clients.Conduct thorough research and analysis on investment options and financial planning tools.Prepare...

About Equity TrusteesEstablished in 1888, Equity Trustees is a leading specialist trustee company dedicated to helping clients grow, manage and protect their wealth for generations to come.Salary PackageWe offer an attractive remuneration package, including a salary of $85,000 per annum, reward and recognition programs, an employee wellness program with...

About the RoleWe are seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients.Key ResponsibilitiesAssist financial advisors in preparing detailed financial plans and recommendations for clients.Conduct thorough research and analysis on investment options,...

We are seeking a talented individual to join our Client Service team at Mercer, a global leader in helping clients realize their investment objectives and shape the future of work. This role will be based in Melbourne and is a hybrid position that requires working at least three days a week in the office.As a Senior Client Service Officer, you will act as a...