Financial Planner, Paraplanner

4 hours ago

Hervey Bay Queensland Australia Cdmguru Full time $100,000 - $120,000 per year
FINANCIAL PLANNER, PARAPLANNER - WIDE BAY BURNETT REGION - PUBLIC PRACTICE FIRM (Job ID 794)

1. ASSOCIATE FINANCIAL PLANNER W/ PARTNERSHIP PROSPECTS – SOUTHEAST QLD - BOUTIQUE FINANCIAL PLANNING FIRM – NEG SALARY PCKG (Job ID 790) 
Are you a... 
Senior Financial Planner looking for full-time employment ?   OR
Senior Financial Planner with a small client portfolio and the capacity to take on more clients seeking partnership prospects ? 

Our client is a boutique financial planning firm with $2m in fee revenue, strong community ties and close links to accounting professionals. Step into a ready-made client portfolio and provide holistic advice across super, retirement, investments, insurance and estate planning. 

We're seeking an experienced Financial Planner (3–5 years, FASEA qualified) with strong technical knowledge and excellent client relationship skills. 

This role offers mentorship, career progression, and a genuine pathway to equity — all while enjoying the benefits of coastal living: affordable lifestyle, no traffic, and access to fishing, boating and swimming. 

2. PARAPLANNER - SOUTHEAST QUEENSLAND – FINANCIAL PLANNING FIRM - UP TO $100K (Job ID 789) 

Ready to trade the city grind for a coastal lifestyle and real career growth? Want independence at work with strong mentorship to back you up? Looking for diverse clients and a clear path to equity? 

Our client, a well-established financial planning firm partnered with an accounting practice, is seeking a skilled Paraplanner to join their close-knit team. You'll support senior advisers across a diverse client base (agriculture, SMSFs, pre-retirees, insurance, small business) by preparing SOAs, financial projections and delivering high-quality adviser support. 

To be considered, you'll need 2+ years' Australian experience in paraplanning with strong technical skills. The firm offers flexible working arrangements, a supportive culture and genuine career progression, including the potential to step into an advisory role or equity in the future. 

 

Please note: This job is based in Australia therefore, only candidates who are Australian or NZ Citizens or permanent residents of Australia will be considered.    



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