Paraplanner - Intermediate to Senior

All vacancies of AustraliaBanking & Financial ServicesParaplanner - Intermediate to Senior

Experienced and intermediate Paraplanners | Multiple roles | Brisbane North, CBD and South

Summary about this job

Financial Planning

Company: Zanetti Recruitment & Consulting

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-2-7018-5525

Fax: +61-8-1310-7564

E-mail: n\a

Site:

Detail information about job Paraplanner - Intermediate to Senior. Terms and conditions vacancy

  • Multiple roles and locations
  • All levels of opportunity available

Paraplanning


A Paraplanning role can vary widely from one business to another.
  • The responsibilities in one business could be to construct a compliance statement of advice with limited strategy work.  
  • Another could be a strategist role where the adviser briefs you and you have the responsibility to model the strategies and construct the plan.
  • Another where you second chair the adviser, contribute to the client engagement before working with the planner to construct advice.
  • Or another where there is management of staff, workflow process and compliance!  
  • Possibly a combination of some of the above
Whether you are looking for a role as a career paraplanner or a pathway to advice, we have the expertise and opportunities to support your career goals.

Our many clients offer a diversity of roles and two are shown below.

The Clients and Roles


  • A privately owned self licensed business with over 30 years experience in providing long-term financial strategies. They believe in educating clients allowing them to make informed decisions about their financial future. Operating in the Brisbane inner south, this business will support the development of your career and are looking for an intermediately skilled paraplanner.  Development opportunity to advice over time.
  • This well-established firm is recognised as a successful business specialising in quality advice to a professional market segment.  They provide service to both Corporate and Private clients. With a large team in one location, they are collaborative with a focus on the development of their team. City fringe, they require and experienced paraplanner but with their growth, this is not just about plan construction.  Exposure to development projects and broader scope of compliance is available for the right candidate.

About You


  • Intermediate Xplan or Coin experience or above
  • Strong attention to detail 
  • Drive and desire to deliver outstanding customer outcomes through strong teamwork
  • Related undergrad degree (Desirable but not essential for roles)
  • Grad certificate or advanced diploma of financial planning

What Next?
You can apply for this role online or, if you prefer to discuss this role in confidence before making an informed decision, please contact Ben on 0400302396.

Who is Zanetti Recruitment and Consulting (ZRC)?
A Recruitment and Consulting firm exclusively specialising in services nationally to the Financial Services Industry, a market we are deeply passionate about, have an intimate knowledge of, and over 30 years' experience in. We're a dedicated & knowledgeable resource to represent you.

Our promise to you: We respect your privacy and do not represent you to a prospective employer without your permission. We are 100% committed to achieving the right outcomes for you and clients (we have built our business on it).

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