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Paraplanner jobs

• The average pay for Paraplanner jobs is $102K per year.
• Entry-level positions start at $71K per year, while the most experienced workers can earn up to $120K per year.
3 companies are currently advertising Paraplanner jobs including Berritta Consulting, Hays and Profusion Group.
• Top skills include FINANCIAL SERVICES, STRATEGIC PLANNING and PORTFOLIO MANAGEMENT.
Showing 1 - 20 of 21 jobs
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Posted 1d ago
Permanent
$100,000 - $130,000

Key points we found

  • Work with advisors to develop strategic advice and Statements of Advice (SoAs) for clients.
  • Collaborate within a small team to address technical queries and manage projects.
  • Opportunities for career advancement in specialist areas or advisory roles.
Expiring in 1d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Base + super

Key points we found

  • Pathway to Adviser with learning opportunities from experienced leaders.
  • Join a small, people-first team making a big impact.
  • Permanent full-time position located in The Junction, Newcastle.
Expiring in 3d
Full time · Permanent
Similar jobs pay ~$100k

Circa $100,000 + super

Key points we found

  • Join a growing financial planning team supporting Senior Advisers.
  • Assist with strategy development and prepare advice documents.
  • Attend client meetings while building your long-term career in financial advice.
Posted 41d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Collaborate with team members to formulate advice strategies and generate tailored advice documents.
  • Lead and coach junior team members while preparing financial calculations and attending client meetings.
Posted 41d ago
Full time · Contract
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Generate tailored advice documents within agreed time frames and service standards.
  • Lead and coach junior team members while preparing financial calculations and detailed cash flow analysis.
Posted 41d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Collaborate with team members to formulate advice strategies and generate tailored advice documents.
  • Lead and coach junior team members while preparing financial calculations and attending client meetings.
Posted 41d ago
Full time · Contract
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Generate tailored advice documents within agreed time frames and service standards.
  • Lead and coach junior team members while preparing financial calculations and detailed cash flow analysis.
Posted 41d ago
Full time · Contract
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Generate tailored advice documents within agreed time frames and service standards.
  • Lead and coach junior team members while preparing financial calculations and detailed cash flow analysis.
Posted 41d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Collaborate with team members to formulate advice strategies and generate tailored advice documents.
  • Lead and coach junior team members while preparing financial calculations and attending client meetings.
Posted 41d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Collaborate with team members to formulate advice strategies and generate tailored advice documents.
  • Lead and coach junior team members while preparing financial calculations and attending client meetings.
Posted 41d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Collaborate with team members to formulate advice strategies and generate tailored advice documents.
  • Lead and coach junior team members while preparing financial calculations and attending client meetings.
Posted 41d ago
Full time · Contract
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Generate tailored advice documents within agreed time frames and service standards.
  • Lead and coach junior team members while preparing financial calculations and detailed cash flow analysis.
Posted 37d ago
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

Key points we found

  • Join a collaborative Paraplanning team for a 12-month contract.
  • Provide support and strategic advice to Advisors and Clients.
  • Generate tailored advice documents and meet quality targets.
+60d ago
Full time · Permanent
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Support Advisers and provide high-quality service to clients.
  • Manage documentation and client records in compliance with standards.
  • Act as a point of contact for clients and internal stakeholders.
+60d ago
Full time · Permanent
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

Key points we found

  • Support Partner and Senior Financial Adviser with client deliverables.
  • Prepare and present investment performance reporting to clients.
  • Attend client meetings to enhance client experience.
Posted 37d ago
Full time · Permanent
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Manage advisory needs of existing clients and support growth initiatives.
  • Provide high-quality personal wealth management advice.
  • Mentor and develop peers while maintaining professional standards.
+60d ago
Full time · Permanent
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

Key points we found

  • Provide professional investment management advice to clients
  • Collaborate with senior Financial Advisers and operations teams
  • Manage workflow to meet client needs and ensure timely delivery of advice
Expiring in 3d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Start your career in financial services with a structured graduate program.
  • Build foundational skills in a supportive and inclusive team environment.
  • Access to a range of benefits and opportunities for career growth.
Expiring in 3d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Start your career in financial services with a structured graduate program.
  • Build foundational skills in a supportive and inclusive team environment.
  • Access to a range of benefits and opportunities for career growth.
Expiring in 3d
Full time · Permanent
Similar jobs pay ~$90k - $110k

$90,000 - $110,000 + super

Key points we found

  • Join a well-established financial services firm as an associate adviser.
  • Support the risk adviser through the advice process and assist with paraplanning.
  • Maintain accurate client records and manage various insurance advice.