Average salary: $83,174 /yearly
More stats ...enhancing the ongoing relationship the advisers have with their trusted clients.
This is an exciting opportunity for an experienced Paraplanner with good financial modeling (Xtools+) experience to join a successful and fun business that provides great flexibility and career...
Suggested
Flexible hours
...independently and within a team, in addition you will have:
Minimum 2-year experience as a Junior Financial Advisor, Associate, Paraplanner, Advice Delivery Associate (Paraplanner) or Senior Client Services Manager with some experience in wholesale financial advice.
Relevant...
Suggested
Permanent employment
Full time
Work at office
Immediate start
Work from home
Flexible hours
...Skills & experience
Bachelor’s degree in Financial Planning or FASEA-approved course;
Experience working as a paraplanner, or associate adviser ideally;
Go-getter with a passion for financial planning, who is looking to develop their financial planning...
Suggested
Part time
Flexible hours
...looking for a passionate and detail oriented professional to join our new Canberra office as Associate Advisor (Professional Year) / Paraplanner.
The Role
This represents a unique and exciting opportunity to join our team of professional advisers who are truly...
Suggested
Permanent employment
Full time
Work at office
$75,000 - $90,000
...and has a good work lifestyle balance.
The Role
You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients and also be liaising with product providers (...
Suggested
Full time
Work at office
Online
...documentation especially through the collaboration of Padua’s Technology team.
This role is offered on a permanent basis to experienced paraplanners or paraplanning managers who are looking to move into a senior management role, managing a team of paraplanners and responsible for...
Suggested
Permanent employment
Full time
Work at office
...and has a good work lifestyle balance.
The Role
You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients and also be liaising with product providers (...
Suggested
Full time
Work at office
Online
...encourage development of their staff. Great work/life balance.
The Role
This role will see you working with the Financial Planners, Paraplanners and Management in a leading industry fund. You will be providing support to members and helping with implementation of advice all...
Suggested
Full time
Online
Hybrid work
...service delivery and client experience, including: Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners
About you
Minimum of 3 years' experience working in a client centric business environment
Understanding...
Suggested
Full time
Work at office
Hybrid work