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JUNIOR PARAPLANNER

Prepare and produce SOA and ROA documents; opportunity to deal with complex and standard documents. Complete research and modelling. Ensure all relevant information and documents are in place. Work collaboratively with the adviser...

CompanyBentley Recruitment
AddressBrisbane, QLD
CategoryAdministrative
Salary$70,000-80,000 per year
Job typeFull-time
Date Posted 2 months ago See detail

Junior Paraplanner

Bentley Recruitment

Brisbane, QLD

$70,000-80,000 per year

Prepare and produce SOA and ROA documents; opportunity to deal with complex and standard documents. Complete research and modelling. Ensure all relevant information and documents are in place. Work collaboratively with the adviser...

2 months ago seen See more...

Paraplanner

Ellerfield

Maroochydore, QLD

Bachelor's degree in Finance, Economics, or related field. Previous experience in financial planning, wealth management, or a similar role preferred. Proficiency in financial planning software and tools (e.g., eMoney, MoneyGuidePr...

2 months ago seen See more...

Paraplanner / Customer Service Officer

Phoenix Advisory Group Pty Ltd

Robina, QLD

Facilitating annual reviews with clients and their Financial Adviser. Following up and assisting clients to sign Statements of Advice and Annual review documents. Paraplanning Support where required ROAs SOAs. Following up on th...

2 months ago seen See more...

Paraplanner

Ellerfield

Maroochydore, QLD

Bachelor's degree in Finance, Economics, or related field. Previous experience in financial planning, wealth management, or a similar role preferred. Proficiency in financial planning software and tools (e.g., eMoney, MoneyGuidePr...

2 months ago seen See more...

Senior Paraplanner (Work from home)

Tnt Advisor Solutions

Melbourne, VIC

Entry of fact find into Xplan. Completion of Wealth Solver / Risk Researcher. Modelling of basic to complex strategies. Word document editing to produce SoA. Liaising with advisers / practices to clarify strategies. Assisting advi...

2 months ago seen See more...

Paraplanner - Immediate Vacancy

Cartwright Jones

New South Wales

Crafting complex and strategic SOAs. Conducting thorough research, financial modelling, and projections. Providing administrative and technical support to financial advisers. Ensuring adherence to compliance standards throughout t...

2 months ago seen See more...

Paraplanner - Remote

Skye Wealth

Melbourne, VIC

Assist financial advisors in creating financial plans for clients. Conduct research on insurance products and strategies. Prepare reports and presentations for clients. Analyze client financial data and make recommendations for in...

2 months ago seen See more...

Paraplanner

Tag Financial

New South Wales

A solid compliance background. Competent use of XPLAN. Plan preparation experience, incorporating investment and insurance strategies. Experience with SMSF strategies. A fine attention to detail and ability to deliver to timeframe...

2 months ago seen See more...

Paraplanner

Lead Financial Pty Ltd

Bendigo, VIC

Previous experience in a similar role within the financial services industry. Strong technical knowledge with experience using XPlan. Familiarity with insurance processes, including risk research & underwriting. Ability to manage...

2 months ago seen See more...

Paraplanner

Donmont Capital Pty Ltd

Bundall, QLD

$60,000 - $75,000 a year

Conduct comprehensive research using tools such as Risk Researcher and Wealth Solver. Proficiently navigate Excel for data analysis and financial modeling. Utilize XPlan for efficient financial planning and client management. Atte...

2 months ago seen See more...

Associate Adviser / Paraplanner

Bentley

Brisbane, QLD

$85,000 - $95,000 a year

Attend new and review client meetings with advisers. Prepare and produce SOA and ROA documents; often dealing with complex advice and strategies. Assist with development of client strategies. Complete research and modelling throug...

2 months ago seen See more...

Paraplanner - Part Time

Cartwright Jones

Sydney, NSW

$85,000 - $100,000 a year

Collaborate with financial advisors to gather client information and assess financial goals. Prepare and write accurate and comprehensive SOAs and ROAs. Conduct research on investment products, market trends, and financial regulat...

2 months ago seen See more...

Paraplanner - Immediate Vacancy

Cartwright Jones

North Shore, NSW

$90,000 - $105,000 a year

Crafting complex and strategic SOAs. Conducting thorough research, financial modelling, and projections. Providing administrative and technical support to financial advisers. Ensuring adherence to compliance standards throughout t...

2 months ago seen See more...

Paraplanner

Iq Capital

Southport, QLD

Are you an experienced paraplanner with an eye for detail and genuine passion for financial strategies that make a real difference in a clients life? Do you have experience with traditional financial planning CRMs (Xplan, Advise...

2 months ago seen See more...

Career Paraplanner | West Brisbane | $110k

Jenner Recruitment

Brisbane, QLD

$100,000 - $120,000 a year

With the use of XPlan prepare SOA's and ROA's for new and existing clients. Ensure all portfolios recommended are in accordance with recommendations and meet allcompliance requirements. Ensure all strategies are focused on the cl...

2 months ago seen See more...

Senior Paraplanner

Toro Wealth

Mermaid Beach, QLD

$90,000 - $100,000 a year

A fun and very supportive work environment. A competitive salary and bonus. Opportunities to collaborate with a team of knowledgeable and high-achieving professionals. Regular company events and social gatherings. 5-weeks annual l...

2 months ago seen See more...

Associate Adviser / Paraplanner

Bentley Recruitment

Brisbane, QLD

$85,000 - $95,000 a year

Attend new and review client meetings with advisers. Prepare and produce SOA and ROA documents; often dealing with complex advice and strategies. Assist with development of client strategies. Complete research and modelling throug...

2 months ago seen See more...

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What are the top cities open Paraplanner jobs?

There are open Paraplanner jobs in several cities including Melbourne, Lane Cove, Malvern, Parkside, North Sydney, Bundall, Kiama, Launceston, Ivanhoe, Canberra, North Shore, Balwyn, The Rocks, Noosa Heads, Cairns,

What companies are hiring for Paraplanner jobs?

The top companies hiring now for Paraplanner jobs are Accountable Recruitment Solutions, Alman Partners, Bentley, Bentley Recruitment, Cartwright Jones, Donmont Capital Pty Ltd, Econ Financial Services, Ellerfield, Euroz Hartleys Limited, Hpartners Investments, Inspired Financial Advice, IQ Capital, Jenner Recruitment, Lead Financial Pty Ltd, Politis Investment Strategies,

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