Jobs: paraplanner

Position SummaryThe Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction, growth, and excellence of personalised wealth advisory services to...

MULTIPLE FINANCIAL PLANNING & WEALTH VACANCIES IN MELBOURNE.We are actively recruiting for a variety of Wealth Management positions across all experience levels, ranging from Client Service Officers to Financial Advisers and Risk Specalists.Whether you're looking to advance your career or explore opportunities in the financial services industry, we can...

Join a well-established financial planning team in Richmond and take the next step in your advice career. This Associate Adviser role is designed for someone who wants to begin their Professional Year within the next 6 to 12 months (post probation) and is ready to learn, contribute and grow in a high-quality advice environment.Why this role?A clear pathway...

ParaplannerAbout the company Our client is a premier wealth management firm with a strong national presence and a rapidly expanding office in the Adelaide CBD. With the local team having doubled in size over the last six months, they offer the stability of a large firm with the energy and close-knit culture of a boutique office.About the role Joining an...

Paraplanner / Client Services OfficerJoin a supportive, innovative team in a thriving financial services environment.This role is with a respected financial advisory firm recognised for its collaborative culture and commitment to delivering tailored client solutions. The business offers a professional and welcoming environment where integrity, quality...

This role will be based from either our Kiama or Sydney office.About Padua Financial GroupPadua Solutions is a Software & Services firm specialising in supporting financial advisers, practices and licensees in providing high quality financial advice. Padua was founded in late 2013 by siblings Anne-Marie and Matthew Esler. Padua is focussed on solving...

The CompanyOur client is a well-established and growing advisory firm who are passionate about helping their clients make confident, informed decisions about their financial future. They pride themselves on delivering tailored financial planning solutions to clients from all walks of life — from those building their wealth through to sophisticated...

Location: Sydney or Melbourne preferred. Remote for candidates based outside Perth.About PlutosoftPlutosoft is a game-changing software platform transforming the way financial advisers deliver advice. We combine technical strategy modelling, CRM, document production, workflow, and much more into a single, seamless platform. Our clients love us – we...

More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best – whether in the office or from home.Work alongside a high experienced team of Paraplanners and support staff.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across...

Job descriptionThis is an opportunity for an experienced Paraplanner to step into a senior role within a well-established, privately owned professional services firm located in a city-fringe setting near Rose Park. The business operates within a collaborative, values-led environment aligned with a respected mid-tier advisory network, offering the balance of...

Company DescriptionAt CFV Advisory (formerly CFV Services), we help wealth builders, retirees and business owners in Australia build, protect and transfer wealth with clarity. Led by Victor Idoko, our advice covers cash flow strategy, investing, superannuation, retirement planning, risk protection and long-term legacy planning. Based in Sydney, we're known...

IQ Group is seeking experienced Senior Consultants (Business Analysts) with provenadvice domain expertiseto support the design, transformation and regulatory uplift of advice models within the superannuation and wealth environment.The role is focused on end-to-end business analysis, advice domain expertise, and customer journey design to support scalable...

Position SummaryThe Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction, growth, and excellence of personalised wealth advisory services to...

About UsWe are a premium financial services firm, specialising in providing holistic financial advice to High Net Worth (HNW) individuals. Renowned for our tailored solutions and exceptional client outcomes, we are expanding our dynamic team in Sydney CBD and seeking a proactive and detail-oriented Client Service Officer to join us.This role is ideal for a...

Our Transformation and Business enablement team are a key function within the wider Wealth Management business supporting our Private Bank. Our team is focused on driving continuous improvement across our advice lifecycle by delivering digital, data and AI transformation for bankers, advice services teams, product, and our leadership team.At Macquarie, our...

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...

Wellington (South West)Job title: Financial AdviserReporting to: Head of Wealth ManagementDate of Issue: February 2026Role objectiveDeliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and...

We are a professional wealth advisory firm based in Melbourne committed to delivering high-quality, compliant financial advice in a collaborative, respectful office environment.Role overviewWe seek an experienced, licensed Financial Advisor to provide personalised investment and wealth-planning advice to retail and high‑net‑worth clients. The role...

Position SummaryThe purpose of the Senior Paraplanner role is to support the Focus Partners Australia Wealth advice team. You will help the advisers develop, implement, and maintain tailored financial strategies for clients. This role combines technical analysis, strategic research, client communication, and administrative coordination, ensuring exceptional...

Our client is a rapidly growing, integrated Financial Planning and Accounting firm based in Melbourne. Their focus is on helping clients build long-term wealth while meeting their regulatory and compliance obligations through high-quality, tailored advice.Reporting to two experienced Financial Advisers, you will play a key role in supporting the delivery and...