Discover new opportunities daily.

Sign up to save this search and receive new jobs by email.

Client Service Manager | Paraplanner

This is a featured jobat Xpanda Consulting

This is a Full Time job

location: SydneySydneyarea: CBD, Inner West & Eastern SuburbsCBD, Inner West & Eastern Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Inner West Location
  • $85,000 - $100,000 package
  • HNW Clientele
Leading IFA practice seeks an enthusiastic Associate Adviser to join their support team. Warm and Collaborative culture.

Client Service Officer/ Junior Paraplanner

This is a featured jobat RI Advice Berwick

This is a Full Time job

location: MelbourneMelbournearea: Bayside & South Eastern SuburbsBayside & South Eastern Suburbs$45,000 - $59,999classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Family Friendly Environment
  • Great location in Berwick
  • Full Time
We are seeking a Customer Service Officer/Junior Paraplanner to join our team. A broad based role with varied duties for the right candidate.

Senior Paraplanner

Listed nine hours agoat Succession Partners Pty Ltd

This is a Full Time job

location: Newcastle, Maitland & HunterNewcastle, Maitland & Hunterclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Great team culture and work environment
  • Focus on support, no admin
  • Attractive salary package
Excellent opportunity for an experienced Senior Paraplanner with a boutique Financial Advisory firm in Newcastle CBD!

Paraplanner / Associate Planner

Listed fifteen hours agoat Carey Financial Pty Ltd

This is a Full Time job

location: Northern QLDNorthern QLDclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Coordinate the provision of advice documents
  • Deliver effective paraplanning support
  • Opportunity to grow within the organisation
• Participate in client meetings • Coordinate the provision of advice documents • Deliver effective paraplanning support

Client Service Manager/ Paraplanner

Listed two days agoat Stitch Recruitment

This is a Part Time job

location: SydneySydneyarea: CBD, Inner West & Eastern SuburbsCBD, Inner West & Eastern Suburbs$70,000 - $80,000 + Super (pro-rata)classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Part-Time Position
  • Excellent CBD location- Short walk from Wynard or Martin Place
  • Warm and Flexible Team Culture
20 hours a week over 3 days, with start and finish time flexibility.

Paraplanner

Listed five days agoat Private Advertiser

This is a Full Time job

location: Gold CoastGold Coastclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
We are expanding our Financial Services to be able to better accommodate our clients and provide them Financial Advice around Self Managed Super Funds

Senior Paraplanner

Listed ten hours agoat Employee Matters

This is a Full Time job

location: SydneySydneyarea: North Shore & Northern BeachesNorth Shore & Northern Beachesup to 95,000 (inclusive of Super)classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Clear career path to become a planner within 1 - 2 years
  • Potential for flexible working post probation with full time or part time option
  • Boutique Financial Services firm located at North Sydney
Are you an experienced Sr Paraplanner who is passionate about delivering sound financial advice strategies? Flexible working options after probation!

Senior Paraplanner

Listed ten hours agoat Equity Trustees Ltd

This is a Contract/Temp job

location: MelbourneMelbournearea: CBD & Inner SuburbsCBD & Inner Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Ever considered working for a Trustee Company?
  • Supportive and busy team
  • Fixed Term Contract for 6 months
Provide high quality support to EQT Financial Advisers and Trust Managers utilising your investment knowledge and paraplanning skills.

Client Service Officer/ Junior Paraplanner

Listed five days agoat RI Advice Berwick

This is a Full Time job

location: MelbourneMelbournearea: Bayside & South Eastern SuburbsBayside & South Eastern Suburbs$45,000 - $59,999classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Family Friendly Environment
  • Great location in Berwick
  • Full Time
We are seeking a Customer Service Officer/Junior Paraplanner to join our team. A broad based role with varied duties for the right candidate.

Associate Advisor

Listed fourteen hours agoat Stitch Recruitment

This is a Full Time job

location: PerthPertharea: CBD, Inner & Western SuburbsCBD, Inner & Western SuburbsUp to $80,000 + Superclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Career Development - Financial Advisor Pathways
  • Collaborative and Supportive Work Culture
  • South Perth Location
Award-winning Financial Advice Practice with a longstanding client base of over 20 years. Support 2 Advisors with strategy and client management.

Graduate paraplanner

Listed eleven days agoat Intelligent Energy Systems

This is a Part Time job

location: SydneySydneyarea: North Shore & Northern BeachesNorth Shore & Northern Beaches$80,000 - $109,999classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Use and support a state-of-the-art financial strategy planning tool.
  • Opportunity to move to licenced planner status
  • Flexible working hours and location
Usually working from home, the task will be to support customers in their use of a powerful financial strategy tool, Optimo Pathfinder.

Associate Financial Advisor

Listed two days agoat Hallis

This is a Full Time job

location: SydneySydney$80,000 to $85,000 + Superclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Client centric role – No sales required!
  • Provided client portfolio to manage
  • Work with cool technology, savvy Directors
Client service and financial advisory role WITHOUT THE SALES! Work from Home - no need to go to the office!

Paraplanner

Listed eleven days agoat Australian Mortgage and Financial Advisers

This is a Full Time job

location: BrisbaneBrisbanearea: CBD & Inner SuburbsCBD & Inner Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Growing, Privately-owned, Brisbane based, boutique, AFSL
  • Friendly and collaborative working environment
  • Full-time, part-time and/ or flexible hours considered for the right applicant
Work from home - If you have least 2 years experience, are looking to build on established paraplanning and compliance skills. This could be for you

Discover new opportunities daily.

Sign up to save this search and receive new jobs by email.

Courses that get you job-ready

  • Industry recognised providers
  • Experts in career related education
Explore courses