Paraplanner

2 weeks ago

Perth, Western Australia Richmond Wealth Pty Ltd Full time $90,000 - $120,000 per year

About the role

Richmond Private Wealth has an excellent opportunity available for a driven Paraplanner to join our team in South Perth, Western Australia. As a Paraplanner, you will play a crucial role in supporting our financial advisers, providing high-quality research and analysis to deliver comprehensive financial plans for our valued clients.

What you'll be doing

  1. Conduct detailed research and analysis to develop tailored financial plans for clients
  2. Prepare comprehensive client reports and statements of advice
  3. Stay up-to-date with changes in legislation, regulations, and industry best practices
  4. Collaborate with the broader financial planning team to ensure a seamless client experience
  5. Provide administrative support to the financial planning team as required

What we're looking for

  1. Relevant tertiary qualifications in finance, accounting, or a related field
  2. At least 2 years of experience as a Paraplanner or in a similar financial planning role
  3. Strong research, analytical, and problem-solving skills
  4. Excellent written and verbal communication skills
  5. A detail-oriented and organised approach to work
  6. A commitment to ongoing professional development and staying up-to-date with industry changes
  7. Eligibility to work in Australia

What we offer

At Richmond Wealth, we are dedicated to creating a supportive and fulfilling work environment for our employees. As a Paraplanner, you will have access to:

  1. Competitive remuneration and performance-based bonuses
  2. Ongoing training and development opportunities
  3. Flexible work arrangements, including the option to work from home
  4. A collaborative and inclusive team culture

About us

Richmond Private Wealth is a highly respected financial planning firm based in South Perth, Western Australia. We are committed to providing our clients with personalised, strategic financial advice to help them achieve their financial goals. Our team of experienced and dedicated professionals is passionate about making a positive difference in the lives of our clients.

If you are excited about this opportunity and believe you have the skills and experience to excel as a Paraplanner at Richmond Private Wealth, we encourage you to apply now.

  • Paraplanner

    1 week ago

    Perth, Western Australia Idex Consulting Full time

    A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth.The client is looking for an experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching suitable outcomesPrepare...

  • Paraplanner

    1 week ago

    Perth, Western Australia Idex Consulting Full time

    A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth.The client is looking for an experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching suitable outcomesPrepare...

  • 3 Days Left) Paraplanner

    2 weeks ago

    Perth, Western Australia IDEX Consulting Full time

    A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth.The client is looking for an experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.Responsibilities:1. Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes2....

  • Paraplanner

    7 days ago

    Perth, Western Australia A T Financial Advisers Full time

    A & T Financial Advisers are an established and growing professional firm focused on helping our clients plan and secure their financial future.As we continue to grow, we are looking for a person to join our team in a part time Paraplanner role.Our office is located in Joondalup and this role is office based but with flexible work options.Working in a small,...

  • Experienced Financial Planner Required

    7 days ago

    Perth, Western Australia beBeeParaplanner Full time $95,000 - $118,000

    Exciting Opportunity for a ParaplannerA seasoned Paraplanner is required to contribute their expertise in a dynamic and ambitious IFA firm in Perth.The ideal candidate will have extensive experience in paraplanning and possess excellent skills in financial planning, analysis, and documentation.We offer:A stimulating work environment that fosters growth and...

  • Financial Services Administrative Professional

    1 week ago

    Perth, Western Australia beBeeparaplanning Full time $60,000 - $85,000

    Paraplanner Job DescriptionThe role of a Paraplanner involves providing high-level administrative support to Financial Planners, utilizing expertise in financial services and strong research and report writing skills.Key Responsibilities:Collaborate closely with Financial Planners to gather detailed information for researching suitable outcomesPrepare...

  • Senior Operations Specialist

    2 weeks ago

    Perth, Western Australia beBeeCompliance Full time $100,000 - $120,000

    Compliance Officer RoleThis is a highly sought-after opportunity to lead a successful financial services firm as a Compliance Officer.The ideal candidate will be responsible for the effective day-to-day management of the practice, ensuring adherence to regulatory requirements and maintaining the highest standards of integrity.Audit all documentation to...

  • Experienced Financial Advisor

    2 weeks ago

    Perth, Western Australia beBeeProfessional Full time $60,000 - $80,000

    Seeking Experienced ProfessionalJob DescriptionWe are looking for an experienced professional to join our team as a Financial Advisor Associate. The successful candidate will be responsible for supporting senior advisors with client meetings and preparation of critical advice.Key Responsibilities:Support Senior Advisers: Collaborate with senior financial...

  • Ifa Office Manager/Compliance Officer

    2 weeks ago

    Perth, Western Australia Idex Full time

    This represents a superb opportunity to join a successful IFA firm.Their core beliefs are treating clients, staff, product providers and business partners honestly, professionally and with integrity.The partners are now looking for a talented individual to assume overall responsibility for the effective day to day running of the...

  • Senior Financial Strategist

    2 weeks ago

    Perth, Western Australia beBeeInvestment Full time $80,000 - $120,000

    Financial Planning RolesJob OverviewWe are currently seeking experienced professionals to fill a variety of financial planning and wealth management positions across different experience levels. These opportunities include Client Service Officers, Paraplanners, and Financial Advisers, as well as Investment Specialists.Key Responsibilities:Provide...