logo

Paraplanner

Market leading ethical financial advice firm founded in 1989. We provide comprehensive financial and investment advice to a wide range of clients, both wholesale and retail. Our clients expect to know what their money is doing in the world and we shape portfolios to fit their values and create positive social and environmental impact. We are continually growing our team of professionals, with head office in Sydney and office in Melbourne CBD. We are now on the look out for an experienced paraplanner to work with our Sydney based team.

– 5 weeks annual leave
– Flexible work arrangements
– Convenient location 5 minutes from Wynard station
– Competitive salary plus Bonus

Senior Client Service Officer

Sherrin Partners is a successful and reputable firm with over 40 employees, spanning across our offices in Brisbane, Maroochydore, and the Hunter Valley.

Senior Paraplanner

Alder & Partners Private Wealth Management is a boutique financial planning firm located in Dalkeith, Western Australia. Operating under our own AFSL, we specialise in direct investment and comprehensive financial planning strategies in managing superannuation and private portfolios for high net worth clients. Due to organic growth an opportunity is now available for a Senior Paraplanner to join us.

Business development associate

About Us

Six Park is one of Australia’s leading digital investment advice services (“Robo-advice”) in the exciting and rapidly growing arena of financial technology (“FinTech”). Six Park provides a service that makes professional investment management accessible and affordable to the many people who need help. We do this directly with investors but increasingly via Advice providers who use Six Park in their Pre-advice solution due to the increased cost of onboarding clients with simple needs.

Our team (11) is passionate, diverse, energetic and committed to our shared vision to improve the financial wellness of all Australians. Our culture is of mutual respect, transparency, collaboration, integrity and making the complex more straightforward.

We’re agile and committed to flexible working arrangements, so we’re happy to support the right candidate with days that work best for you.

Advice providers encourage to apply.

Contact details: Ha-Dieu Ford hadieu@sixpark.com.au 0482 532 333

Associate Adviser

High growth business servicing a range of different clients providing holistic advice

CSO / Front of House / Social Media & Marketing

The team at Embrace Wealth are passionate about educating clients to make well-informed decisions, so they can enjoy life without the burden of financial worry. They listen and help people to develop and articulate their goals whilst learning about what’s important to them and their families.

With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure clients have a trusted personal advisory board who understand their goals and work collaboratively towards helping them achieve them.

Client Service Administrator with pathway to Associate Financial Adviser

We are an established and professional boutique financial planning practice that is dedicated to delivering the best possible service to our clients. We have a strong reputation in delivering exceptional financial services to ensure that clients receive the best possible outcomes.

Our extensive client base benefits from having access to the full range of holistic advice services including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning, Risk and specialised Aged Care advice.

We are a company that believes in assisting our employees achieve their full potential and we offer:

– Competitive salary including bonus structure (paid monthly!)
– Friendly environment and open office culture
– Commitment to professional development and training
– A caring and supportive work environment

Xplan Advice Technology Consultant

Advice Technology Consultant
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type

Advice Technology Consultant

Full-Time and Contract Available Work From Home

We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.

The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers.