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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.
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Posted 25d ago
Full time · Permanent
Similar jobs pay ~$90k - $110k

Pay information not disclosed by advertiser

Key points we found

  • Provide high quality technical expertise to support financial strategies.
  • Prepare Statements of Advice (SOAs) and Record of Advice (ROAs).
  • Collaborate with team members to deliver client outcomes.
Posted 19d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Join a boutique private wealth firm with a focus on high net worth clients.
  • Assist with research, analysis, and preparation of client materials.
  • Receive mentorship from experienced financial advisers and strategists.
Posted 5d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

$90000 - $120000 per annum

Key points we found

  • Join a sophisticated financial services firm as a Paraplanner.
  • Draft and review comprehensive Statement of Advice (SoA) documents.
  • Collaborate with senior advisors on complex client portfolios.
Expiring in 3d
Casual/Holiday · Contract
Similar jobs pay ~$80k - $100k pro rata

Pay information not disclosed by advertiser

Key points we found

  • Short-term project focused on simplifying and structuring content.
  • Create streamlined, compliant Statement of Advice (SOA) templates.
  • Utilise knowledge of Xplan and compliance standards.
Posted 14d ago
Full time · Permanent
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Join an experienced team as a Senior Paraplanner on a permanent basis.
  • Prepare compliant Statements of Advice (SOAs) and Records of Advice (ROAs).
  • Collaborate with Financial Planners and support client meetings.
Expiring in 2d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Support Advisers in delivering high-quality client service
  • Manage client documentation and compliance records
  • Coordinate client meetings and maintain client relationships
Expiring in 1d
Full time · Contract
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Provide ongoing client service and high-quality support to Financial Advisers and Partners.
  • Oversee the preparation of annual review and new business plans including implementation of advice recommendations.
  • Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken.
Posted 49d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

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.
  • Coordinate client meetings and prepare advice documents.
Posted 40d ago
Full time · Permanent
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Build financial models and run scenario analyses to support adviser recommendations.
  • Prepare high-quality SOAs, ROAs, and technical advice documents.
  • Coordinate end-to-end implementation of advice strategies, ensuring accuracy and compliance.
Posted 5d ago
Full time · Permanent
Similar jobs pay ~$75k - $100k

$75000 - $100000 per annum

Key points we found

  • Join a professional financial planning team as an Associate Adviser.
  • Support senior advisers in delivering high-quality financial advice.
  • Build strong client relationships and develop your advisory skills.