Job Title

Join to apply for the Paraplanner/ Planning Support Officer role at PictureWealth2 days ago Be among the first 25 applicantsJoin to apply for the Paraplanner/ Planning Support Officer role at PictureWealthGet AI-powered advice on this job and more exclusive features.About UsAt PictureWealth, were dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on deliveringGreat locations, offices in Broadbeach, Brisbane and Perth.Free meal if working late.Social events to meet team members across the organisation.Friendly and supportive team environment.Extensive support and training together with further study opportunities and career development.Employee Assistance Program (EAP).Full Time Position - Monday - FridayBroadbeach, Brisbane and Perth OfficesAbout UsAt PictureWealth, were dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering More Advice to More Lives, making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Perth, Gold Coast, Brisbane CBD, and Adelaide, we specialise in delivering best-in-class financial outcomes tailored to our clients unique goals.Why join us?Great locations, offices in Broadbeach, Brisbane and Perth.Free meal if working late.Social events to meet team members across the organisation.Friendly and supportive team environment.Extensive support and training together with further study opportunities and career development.Employee Assistance Program (EAP).About The PositionWe are seeking a skilled qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth knowledge of Australian financial regulations, strategy, and superannuation and insurance products.Your role and responsibilities will include, but not limited to:Conduct financial analysis and develop financial plans for clients.Collaborate with financial advisors to ensure client needs and objectives are met.Prepare financial planning documents, including statements of advice (SOAs), research documents and file notes.Stay up-to-date with Australian financial regulations and industry best practices.Conduct research and analysis on financial products.Ensure compliance with all regulatory requirements and internal policies.Mentor and provide guidance to junior paraplanners.Provide exceptional client service and build strong client relationships.About YouThe ideal candidate must have the following skills:Advanced Diploma of ParaplanningRG146 CompletionComprehensive understanding of financial planning and advice documentationExperience in a similar role and industryApply TodayJoin us in shaping the future of client services at PictureWealth. If you''re passionate about leading teams, enhancing client experiences, and driving operational excellence, we invite you to apply by submitting your resume and cover letter outlining your relevant experience and why you''re a great fit for this role.PictureWealth is an equal opportunity employer. We encourage candidates from all backgrounds to apply.For More Information, Please Visit Our Websitewww.picturewealth.comSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at PictureWealth by 2xGet notified about new Paraplanner jobs in Brisbane, Queensland, Australia.Brisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 2 days agoBrisbane, Queensland, Australia 4 days agoBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 1 day agoBrisbane, Queensland, Australia 1 month agoInternational Support Officer - DE InternationalBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 2 weeks agoBrisbane, Queensland, Australia $76,217.00-$84,571.00 5 days agoBrisbane, Queensland, Australia 1 day agoBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia $76,217.00-$84,571.00 5 days agoSouth Brisbane, Queensland, Australia 3 days agoBrisbane City, Queensland, Australia 3 days agoExpression of Interest - UQ Temps Administration OpportunitiesSt Lucia, Queensland, Australia 2 weeks agoSouth Brisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 2 weeks agoBrisbane, Queensland, Australia 19 hours agoBrisbane, Queensland, Australia 2 weeks agoBrisbane, Queensland, Australia 1 day agoBrisbane, Queensland, Australia 4 days agoBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 5 days agoBrisbane, Queensland, Australia 2 days agoBrisbane, Queensland, Australia 1 day agoBrisbane, Queensland, Australia 1 day agoSouth Brisbane, Queensland, Australia 1 day agoInternational Support Officer - International Student ProgramsBrisbane, Queensland, Australia 4 days agoBrisbane, Queensland, Australia 3 days agoCommunity Connection Support Officer - BrisbaneBrisbane, Queensland, Australia 3 weeks agoBrisbane, Queensland, Australia 2 weeks agoBrisbane, Queensland, Australia 3 days agoEast Brisbane, Queensland, Australia 3 weeks agoBrisbane, Queensland, Australia A$70,000.00-A$85,000.00 3 days agoSouth Brisbane, Queensland, Australia 3 weeks agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr