Senior Paraplanner – CBD – Large Financial Services Provider HNW Financial Planning BusinessHNW ClientsDynamic & Supportive TeamThe CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the financial services industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of
Senior Paraplanner – CBD – Large Financial Services Provider HNW Financial Planning BusinessHNW ClientsDynamic & Supportive TeamThe CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the financial services industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of
Transitions Analyst – Advice OperationsSelling PointsFast-track your career and broaden your horizon in wealth management operations.Dynamic project environment with broad cross-functional exposure.Flexible location (Sydney, Melbourne, or Brisbane) with hybrid working.The CompanyA leading Australian wealth manager dedicated to high-net-worth advice and client service. Offers a collaborative, high-performing culture with strong leadership.The RoleA
Senior Financial Planner – Comprehensive AdviceHigh-Autonomy & Flexibility: Manage your own diary with a balanced 3 days in office / 2 days WFH hybrid model.100% Client-Focused: Full admin and paraplanning support so you can focus entirely on client relationships, not writing plans.Warm Client Base & Warm Leads: Inherit an established client portfolio and receive warm appointments directly booked into your calendar.The Company A leading industry super
Candidates for this role must have:Demonstrated experience in commercial analysis, contract pricing and business case developmentAdvanced financial modelling skills in Excel or equivalent, with experience in sensitivity analysis and cost allocationProven ability to engage and influence stakeholders through compelling data storytelling, fostering alignment and driving commercially sound outcomes.Key responsibilities include:Strategic Pricing Development: