- Location: Docklands VIC - Supportive team environment - Career progression At NAB, it's all about our people reaching their full potential. And in Wealth , that means transforming talent into leadership. NAB Financial Planning is looking for an experienced paraplanner to join our centralised team. We need someone who can write a diverse range of complex financial plans for our practitioners across Australia - a team player who is ready to go the extra mile to produce quality , compliant plans. In return , competitive remuneration , coupled with continuous training - and career development - will be provided. If you are a - proactive and experienced paraplanner - possess strong technical skills and - have completed or nearly completed the Advanced Diploma of Financial Services we would be interested in receiving an application from you. Preferred candidates for this position will be asked to undergo certain background checks and assessments - before any offer of employment is made.

Big 4 Banking environment Step up to Senior role within busy central team$65,000 - $70,000 + super Our client is one of Australia's oldest and largest banks. It has made a reputation for itself by providing outstanding services in Retail Banking , Funds Management and Financial Services. You are an experienced Paraplanner within a small existing advisory firm or a major bank and are ready for a leg up to Senior Paraplanner status. This busy central group will use your skills in working closely with Advisors to build client solutions and write So As. To be considered for this exciting opportunity , you must have:RG146 certificationat least 3 years experience as a Paraplanner within a large and complex environmentexperience in preparation of So A for large , multiple entity clientssome experience in mentoring more junior team membersexperience with COINIf you are ready to be recognised as a senior Paraplanner and have the opportunity to work with more complex clients as well as participate in developing client solutions , then this role is for you. A salary of $65,000 - $70,000 + super will be negotiated with the successful candidate. Further career opportunities will be available down the track. If you fit the above criteria , please apply ONLINE NOW for an immediate review of your resume. For further information , please call Chris Gordon on (02) 8916 5544.

Location: Brisbane QLD Supportive team environment Career progression Contract position with the potential for role to become permanent. At NAB, it's all about our people reaching their full potential. And in Wealth , that means transforming talent into leadership. NAB Financial Planning is looking for an experienced paraplanner to join our centralised team. We need someone who can write a diverse range of complex financial plans for our practitioners across Australia - a team player who is ready to go the extra mile to produce quality , compliant plans. In return , competitive remuneration , coupled with continuous training - and career development - will be provided. If you are a - proactive and experienced paraplanner - possess strong technical skills and - have completed or nearly completed the Advanced Diploma of Financial Services we would be interested in receiving an application from you. Preferred candidates for this position will be asked to undergo certain background checks and assessments - before any offer of employment is made.

A well established local financial planning firm are seeking the services of an experienced Paraplanner to assist their team of advisers. Based out of Paddington this position will afford the successful individual an opportunity to shine and develop their own career within a structured environment. Flexible hours are available for the right candidate. Working with the Senior Paraplanner you will be tasked with preparing statements of advice for the advisers clients as well as following up missing information. Previous experience dealing with investment strategies , tax planning , gearing , SMSF, insurance and retirement planning is advantageous. To be successful for this role you will need: RG146 compliant Excellent written and verbal communication skills Good level of technical knowledge Ability to work unsupervised and in a team environment Experience of Xplan / Coin Strong attention to detail High level of time management and organisation skills Computer literate - experience of financial planning software systems - It is envisaged that the successful candidate will have a minimum two years experience and have held a similar position. Furthermore the ideal applicant will be tertiary or degree qualified in a financial related discipline. Salary is commensurable with experience and a highly competitive package will be negotiated with successful applicant. Interested applicants please click apply below.

Boutique agency with exceptional reputation Career development (if you want it) into planner Very pleasant working environment With an excellent reputation for doing the right thing for their clients and their staff , a Perth based boutique Financial Planner wants your paraplanning and client services experience. You will progress from paraplanner / client services to associate planner to financial planner. You will support 3 planners with their SOAs and ROAs , attend client meetings and perform Client Services activities. You should have some experience as a paraplanner and be fairly strong in XPLAN.You will be mentored and nurtured in your progression to a fully fledged financial planner. As time goes by you will become a highly skilled and respected financial planner. This is a long term opportunity to achieve your goal of becoming a financial planner. Working in a CBD location at the heart of St Georges Terrace you will find yourself working for a highly respected and principled financial planner. Their reputation with their clients and staff is second to none; you will not be asked to compromise your morals or ethics. While skills and experience are important there is far greater emphasis on your personality , ethics and team fit. You should expect to work in a supportive , nurturing and respectful environment where honesty and integrity is the norm. You will be considered if you have At least 12 months of paraplanning or client services experience At least 6 months of XPLAN experience A warm personality with a strong belief in social inclusion and team work Excellent communication skills INTEGRITYThe salary is entirely dependent on experience but can go up to $60K. You must be , or want to be , a paraplanner with client services experience. Click Apply now. Or call Darryl Hunt on 0864663800

CBD Location Large Organisation Great Work-Life Balance Our client is looking for an experience paraplanner who can join their team and add value. You will be required to write highly complex strategies , liase with clients to help with any inquiries and issues. To be considered for this role you must:At least 3 years experience as a Paraplanner. Have achieved the Advanced Diploma of Financial Planning. Experience with Coin is preferred Good communication skills Self motivated and driven What is in it for you?A chance to be apart of a Large Corporate Organisation Enjoy a great work-life balance If you feel that this opportunity is for you APPLY NOW or call Stephane Mehmet on 0730166444 to discuss the role further. QPL is your specialist Recruitment and HR Advisory services provider with proven expertise in delivering quality outcomes within Banking , Insurance , Wealth Management , Financial Markets , Accounting , ICT and Business Support. With dedicated industry specialists located in Sydney , Melbourne , Brisbane , Adelaide , and Perth , QPLs capability is to assist organisations and individuals with a range of temporary , contract and permanent resourcing and career solutions.

CBD Location Career Progression Join a Firm Experiencing Extensive Growth Our client is looking for a senior paraplanner to join a team of high performing financial planners. The right candidate will have extensive experience as a paraplanner and be used to dealing with holistic plans. The plans will vary from low to high complexity , you be expected to produce good quality and compliance SOA's and assist clients with any issues and enquries they may have. To be considered for this role you must:Have minimum 3 years paraplanning experience DFP 1-8 as a minimum Have extensive knowledge and experience of the financial planning market. Self motivated and committed completing targets with excellent quality. What is in it for you?Great work life balance A chance to work in the hub of the finance district Competitive Salary If you feel that this opportunity is for you APPLY NOW or call Stephane Mehmet on 0730166444 to discuss the role further. QPL is your specialist Recruitment and HR Advisory services provider with proven expertise in delivering quality outcomes within Banking , Insurance , Wealth Management , Financial Markets , Accounting , ICT and Business Support. With dedicated industry specialists located in Sydney , Melbourne , Brisbane , Adelaide , and Perth , QPLs capability is to assist organisations and individuals with a range of temporary , contract and permanent resourcing and career solutions.

CBD Location Career Development Salary Negotiable Talented , motivated and experienced Paraplanner required for CBD organisation. You will be supporting industry leading Financial Planners in a role that will see you progress into a Financial Planner. Utilise your extensive experience in relationship building and your proactive approach to creating customer advocacy! You must be RG146 compliant and have worked in a similar role. Skills/Requirements: RG146 compliant Experience with SOAs Outstanding communications skills High attention to detail Strong time management skills Strong Analytical skills Ability to multi-task Superior relationship building skills Strong negotiating and influencing skills Tertiary qualifications will be highly regarded!. If you are after a genuine career - development in a friendly and outgoing organisation then apply for this fantastic opportunity. Send your details via the "Apply" button! For a confidential discussion please call Romina on 02 8705 8500.. .

Boutique Company Competitive Remuneration Package CBD Location Want to make the next step in your financial services career? Looking to join an established financial planning business with a holistic approach to financial advice? A Junior Paraplanner role has become available supporting Financial Advisors in this boutique advisory firm. The organisation has established itself as a respected name in full service financial advice and management. This position will entail all aspects of Paraplanning and is a great entry level position within Financial Services. As the successful applicant you will possess the following: Tertiary Degree in Business Discipline Excellent interpersonal and communication skills Attention to detail Possession of or studying towards RG146 desirable Applications should be sent on-line to Chris Gordon by clicking the link below , alternatively If you would like more information on this great opportunity please call Chris Gordon on 02 8916 5544

Established Top Tier Firm Career Development Opportunities$75-80k Base + Super + Bonus This - CBD based Wealth Management Firm has been providing HNW Australians with quality advice for more than 20 years. With a well regarded and reputable brand they are a leaders in the Australian market. Due to - business activity they are currently seeking a Senior Paraplanner to work very closely with experienced advisers and assist with the complex strategies & recommendations. Your role will be a combination of both Paraplanning , Mentoring & being a technical point of contact. In this position you will: Assist a wide variety of - advisers on the more complex clients. Help develop strategies across all areas of financial advice , including SMSF's and tax minimisation strategies. Work closely with the financial planners to ensure that plans are produced in a timely manner and to the required standard. Manage & allocate workflow to junior staff Ensure best practice and processes are followed from a compliance perspective Mentor the junior Paraplanner and administration staff In time you will be involved in the presentation of plans to clients. To be successful in this role you will require the following: A tertiary degree and ADFP - as a minimum - Minimum of - 4 years Paraplanning experience Strong attention to detail & technical capability Excellent time management & communication skills The ability to work independently and manage / delegate work flow. Strong Financial Modelling skills Knowledge of - Xplan / COIN software is required. This is an excellent opportunity for someone ready to take the next step in their paraplanning career and be part of a challenging and rewarding team. With long term opportunity to broaden your role across to servicing clients this is a position not to be missed. To apply , please send your CV quoting reference # - 14503C by clicking on the appropriate link , or for more information or a confidential discussion , please call - Charlene Catterson - at Marks Sattin on +61 02 8088 3624"

South Yarra$50,000 - $60,000 package Boutique Firm - South Yarra $50,000 - $60,000 Package Boutique Firm THE CLIENT: Our client , located in South Yarra , is a well established and reputable financial planning business servicing a HNW client base. The firm adopts a holistic approach to servicing their large client base which is predominantly comprised of HNW individuals. They take pride in providing their clients with amazing service , understanding and results. THE OPPORTUNITY: A fantastic - opportunity exists - for an experienced Paraplanner to join the team. Your role will entail the production of high quality SOA's and ROA's as per the financial planner's recommendations. Your work will cover a range of strategies as you deliver holistic planning strategies to achieve the best financial outcomes for the firm's clients. Namely you will cover strategies including; rollovers , switches , risk in and out of super , and basic review SOA's. YOUR DETAILS: Completed Dip. Financial Services , RG146 Compliant (Minimum) - Demonstrable experience in similar role - Ability to organise and - prioritise - Working knowledge of Xplan - Attention to detail CONTACT DETAILS: To apply , please send your CV quoting reference - 15616 by clicking on the appropriate link , or for more information or a confidential discussion , please call Gavan at Marks Sattin on +61 03 8677 6703..

At Perpetual we constantly strive to create a better financial future for our clients. Perpetual Private Clients is a prestigious financial advisory business. We partner with our clients to provide know-how and passion in growing and protecting wealth. Private Wealth is a prestigious financial advisory business. We partner with our clients to provide know-how and passion in growing and protecting wealth. Due to internal progression , we are currently seeking to add to our team of highly experienced Senior Paraplanners. We are currently seeking an experienced Paraplanner , as a true high net worth business , this role will be involved in the development of complex strategies and investment portfolios for SOAs. As a result of our diverse service offering , the SOAs you will deliver will include direct equities , managed funds , structured products , superannuation (including small APRA funds and self managed superannuation funds), estates , trusts and Philanthropy. Sitting within the national Paraplanning Services team , you will support Private Client Advisers across the country allowing you to build strong relationships. You will have daily access to the Investment Research , Direct Equities and Strategic Advice teams to support the development of your own knowledge as well as access to market leading investment professionals. To be successful you will come with a strong Paraplanning background with exposure to both investment and strategy development. You will be degree qualified , in a finance discipline and DFP (1-4 essential) and ADFS (5-8 preferred) and be professional and an excellent communicator. Working at Perpetual you will be well supported to develop your skills and take advantage of many career opportunities. We take work-life balance seriously and offer a range of flexible work options. We also have a strong commitment to diversity , our business practices create an environment where your individual differences are valued , allowing you to realise your potential and contribute to our success. To submit your application in strict confidence , please apply to Perpetualjobs@Hudson.com quoting reference number 2X/01138. Alternatively for a confidential discussion please call Zoe Anderson on 02 9229 9344.

FINANCIAL PLANNING ORGANISATION Competitive salary Award winning boutique Unique financial planning organisation Dynamic boutique financial planning organisation with excellent strategic partnerships providing innovative client services with a determined growth plan. This fantastic opportunity has arisen due to rapid client portfolio growth and company expansion. You need to be highly motivated and have the ability to think outside the box to provide outstanding service to continually fulfil new and existing client needs. You will be required to support the financial advisors in an administrative capacity and provide excellent customer service. In order to be successful in this role you will have experience as a Client Services Officer dealing with client queries and administrative duties including information gathering and client liaison specifically within a financial planning organisation. Additionally the RG146 qualification and experience as a Paraplanner dealing with SOAs would be highly advantageous. You will be rewarded with an excellent salary package and the support of a strong and highly cohesive working environment. Apply online today! Alternatively for a confidential discussion please contact Victoria Shimmin on 08 93242353 or victoria.shimmin@hays.com.au

Private Wealth Move Towards Advisory CBD Location Relationship Focus This organisation has a strong belief in high-end financial advice and adheres to this through maintaining their status as an independently owned financial advisory firm. They operate an advice model geared towards quality free from association to any one product provider. Already one of Australia's largest private client advisories , ongoing success and projected growth plans has created the need for a client relationship manager to assist advisors and clients. As the successful candidate you will effectively become partner to both the private client advisor and a number of sophisticated private clients. You will provide relationship support that includes being that first point of contact , assisting during seminars and construction of SOA's. To be the successful candidate it is anticipated that have strong experience assisting within a financial planning environment as either a junior advisor , senior client service or paraplanner. Naturally you will have RG146 compliance and a desire to move your career forward with financial planning , specifically within private wealth. In return this organisation can offer you exceptional personal development , an opportunity to work with likeminded high achievers and a platform to demonstrate your superior client relationship skills for a leader in the field of private wealth. To apply for this role please apply below or email adrian.paine@hays.com.au with any relevant questions.

Support Key Clients Major Financial Services Firm Central Sydney Location Competitive Remuneration Package Unique opportunity exists to join this well respected and successful Wealth Management business based in central Sydney. As a business that strives to deliver exceptional client service and exceed expectations , this is an organisation that seeks to attract top talent. As part of a dynamic and specialised paraplanning team that has a national remit , the role holder would assume a senior role within the team and would be required to work closely with senior financial advisers to produce complex SOAs with tailored strategies , detailed modelling and robust review plans. Working across a wide variety of products you will be expected to utilise your strong industry knowledge to produce specific and tailored SOAs and to confidently produce documentation without a reliance upon templates. To be successful you'll have a proven background of working in a paraplanning role where you will have produced complex SOAs , prepared strategies and produced modelling where appropriate. You will have a broad product knowledge that will include direct equities , SMSF, trusts and estate planning and you will have obtained your DFP, ideally having completed the Advanced Diploma. Complimenting your technical skills and experience will be exceptional communication skills and the ability to work within deadlines and to display a high level of attention to detail. To be considered for this opportunity please click 'Apply Now' or for further information please contact Alison Roger directly on 02 8226 9809 / alison.roger@hays.com.au

At Perpetual we constantly strive to create a better financial future for our clients. We stand apart for our enduring track record of integrity and performance excellence. We are down to earth , behave openly and honestly and work hard to build lasting relationships. Private Wealth is a prestigious financial advisory business. We partner with our clients to provide know-how and passion in growing and protecting wealth. Due to internal progression , we are currently seeking to add to our team of highly experienced Senior Paraplanners. As a true high net worth business , our Senior Paraplanners are very involved in the development of complex strategies and plans. As a result of our diverse service offering , the So A's you will deliver will include direct equities , managed funds , structured products , superannuation (including small APRA funds and self managed superannuation funds), estates , trusts and philanthropy. Sitting within the centralised Paraplanning Services team , you will support Senior Financial Planners nationally , allowing you to build strong relationships. You will have ongoing access to the Strategic Advice team to support the development of your own technical knowledge as well as access to market leading investment professionals. To be successful you will come with a strong Paraplanning background with significant exposure to both investment and strategy development. You will be degree qualified , in a finance relational and DFP (1-4 essential) and ADFS (5-8 preferred) and be professional and an excellent communicator. Xplan skills are desirable. To submit your application in strict confidence , please apply to Perpetualjobs@Hudson.com quoting reference number 2B/50756Alternatively for a confidential discussion please call Zoe Anderson on 02 9229 9344.

Entry-Level positions through to Senior roles Various locations Register your interest today QPL is a specialist within Financial Services recruitment , working alongside the industry's most reputable Financial Planning organisations , both locally and nationally. QPL have opportunities for Paraplanners in various capacities , from entry-level roles through to senior career postings. If you are an experienced Paraplanner and are interested in hearing about opportunities , we want to hear from you. You will be appropriately qualified (minimum completion of DFP with view to continue through to ADFP) and have a strong compliance focus. Your high level of organisation and strong time management will compliment your strong written and verbal communication skills. Opportunities also exist for professionally presented individuals looking for opportunities to break into Paraplanning. You will have strong experience in an administrative function within a related field , or have completed relevant studies (Financial Planning , Corporate Finance or similar) and are open to undertaking further industry specific study. You too will have strong written and verbal communication skills , and will have specific ambitions to develop a successful career within Paraplanning or Financial Planning. Whether you are actively seeking a Paraplanning role or are simply interested in hearing more about opportunities that arise , we welcome your inquiry. Interested applicants are encouraged to apply via the link below. Alternatively , for a confidential discussion in regards to your career options contact Michael Talbot on 08 7002 5900.QPL is your specialist Recruitment and HR Advisory services provider with proven expertise in delivering quality outcomes within Banking , Insurance , Wealth Management , Financial Markets , Accounting , ICT and Business Support. With dedicated industry specialists located in Sydney , Melbourne , Brisbane , Adelaide and Perth , QPL's capability is to assist organisations and individuals with a range of temporary , contract and permanent resourcing and career solutions. For a list of current vacancies , please visit our website: www.qpl.com.au

At Perpetual we constantly strive to create a better financial future for our clients. We stand apart for our enduring track record of integrity and performance excellence. We are down to earth , behave openly and honestly and work hard to build lasting relationships. Private Wealth is a prestigious financial advisory business. We partner with our clients to provide know-how and passion in growing and protecting wealth. Due to internal progression , we are currently seeking to add to our team of highly experienced Senior Paraplanners. As a true high net worth business , our Senior Paraplanners are involved in the development of complex strategies and investment portfolios for SOA's. As a result of our diverse service offering , the SOA's you will deliver will include direct equities , managed funds , structured products , superannuation (including small APRA funds and self managed superannuation funds), estates , trusts and Philanthropy. Sitting within the national Paraplanning Services team , you will support Senior Financial Planners across the country , allowing you to build strong relationships. You will have daily access to the Investment Research , Direct Equities and Strategic Advice teams to support the development of your own technical knowledge as well as access to market leading investment professionals. To be successful you will come with a strong Paraplanning background with significant exposure to both investment and strategy development. You will be degree qualified , in a finance relational and ADFP (1-8 essential) and be professional and an excellent communicator. Working at Perpetual you will be well supported to develop your skills and take advantage of many career opportunities. We take work-life balance seriously and offer a range of flexible work options. We also have a strong commitment to diversity , our business practices create an environment where your individual differences are valued , allowing you to realise your potential and contribute to our success. To submit your application in strict confidence , please apply to Perpetualjobs@Hudson.com quoting reference number 2X/01139. Alternatively for a confidential discussion please call Zoe Anderson on 02 9229 9344.

Due to significant growth the wealth management area , a unique opportunity now exists for an experienced paraplanner to join this leading organisation. Working closely alongside a team of financial advisors and other paraplanners , the successful candidate will be responsible for providing technical support to the financial advisors. About the Role: Preparation and presentation of Statements of Adv

PARAPLANNER/CLIENT SERVICE PARAPLANNER/CLIENT SERVICE WELL RESPECTED FIRM CAREER OPPORTUNITY ATTRACTIVE PACKAGE CAN BE PART TIME You would be working with a small team of professionals within a long established firm. Under supervision , you would be required to prepare So A/Ro A's with strong attention to detail. Also producing client reports , data management (Xplan preferred) and client contact. To

Our client is one of Australia's leading privately owned financial services provider and have been helping Australians build wealth and assisting them in developing individually tailored financial strategies for almost 30 years. Their dynamic team of young professionals combined with experienced leadership provides a friendly and supportive working environment with excellent opportunities for adva