Paraplanner

We have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers. Your financial Planning knowledge and paraplanning skills will ensure your success, in return, we offer a great culture where your contributions will be recognised. You will offer a crucial business support service...

The Head of Paraplanning reports directly to the Head of Advice and will lead and manage the Paraplanners. You will also have a close working relationship with the Financial Planners, and Financial Planning Administration Assistants. **SPECIFIC ACCOUNTABILITIES & RESPONSIBILITIES** The primary responsibilities of the Head of Paraplanning include, but are...

The primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients. It is important the Head of Paraplanning possesses all the technical skills required and is knowledgeable about the...

Work for a professional Large Team environment - Based in Melbourne CBD - Room to grow if desired **About our Client** An established multi-disciplinary practice with wealth management, accounting, insurance. With decades of experience in providing clients with solutions for a positive financial future. The Private Wealth division is now seeking for a...

Are you a driven and ambitious graduate with a passion for private wealth management?About the RoleWe are seeking a highly motivated individual to join our team as a Paraplanner. This role offers the opportunity to gain valuable experience and develop your skills in a dynamic and supportive environment.Key Responsibilities:To work closely with our advisers...

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 an experienced Financial Wellbeing Specialist to join our team in Ballarat. As a key member of our advice delivery strategy, you will be responsible for managing the financial wellbeing needs of our existing clients and supporting our growth journey through new clients.As a Financial Wellbeing Specialist, you will set a standard...

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...

About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team in Ballarat. As a key member of our Advice Team, you will be responsible for managing the advice needs of our existing clients and supporting our growth journey through new clients.The ideal candidate will have a strong understanding of tax, superannuation,...

We are seeking a highly skilled and experienced Executive Financial Planner to join our team in Ballarat.This is an exciting opportunity to work with experienced Private Wealth Advisers and be part of a strong and resilient business that values people.The role will involve managing the advice needs of existing clients and supporting our growth journey...

At Shadforth, we're committed to helping individuals achieve their financial goals.About the RoleWe're seeking an experienced Senior Associate Adviser to join our team in Ballarat. As a key member of staff, you'll play a crucial role in maintaining high professional standards for advice, client service, and personal integrity.Key ResponsibilitiesTake...

You're a driven and ambitious professional seeking a challenging role in rural finance. With 3+ years' experience as a paraplanner, you're ready to take your career to the next level and make a meaningful impact on the lives of clients from farming families to sophisticated investors.Dodgshun Medlin is a leading provider of rural enterprise and wealth...

Senior Associate Adviser Role OverviewWe are seeking a skilled Senior Associate Adviser to join our team and contribute to the delivery of exceptional client service and advice. As a Senior Associate Adviser, you will play a crucial role in managing client relationships, providing high-quality advice, and supporting the growth of our business.Key...

CBD Office with hybrid opportunities - Great team environment - Join Industry Super **About Industry Fund Services (IFS)** IFS are a leading provider of specialist financial products, services and advice to Industry Super. Industry Super Funds are run to benefit members. This means that their profits are returned to members, not big corporate...

Job Description:The Senior Associate Adviser plays a pivotal role in managing the advice needs of existing clients and contributing to the growth of new clients. This position is an essential element of our service delivery strategy, setting a high standard for advice, client service, and personal integrity.Key Responsibilities:Deliver high-quality wealth...

As a Senior Associate Adviser at Shadforth, you will play a pivotal role in delivering exceptional client service and driving business growth. Located in Ballarat, this position offers a unique opportunity to work with experienced Private Wealth Advisers and contribute to a team culture that values people.About the RoleYou will be responsible for managing...

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.  ...

Senior Associate Adviser RoleWe are seeking an experienced Senior Associate Adviser to join our team at Shadforth, a leading Australian Wealth Management business. In this influential role, you will play a critical part in managing the advice needs of our existing clients and supporting our growth journey through new clients.About the OpportunityThis is an...

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.  ...

Join an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballarat and Geelong locations (supporting hybrid/flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history...