Paraplanner
Support a financial planning team as a junior member, carrying out non-customer-facing tasks.
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Jobs in SEEK right nowJob growth
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5-year projectionSalary
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Typical salaryJob satisfaction
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Job opportunities
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Jobs in SEEK right nowSalary
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Typical salaryJob growth
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5-year projectionJob satisfaction
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On this page
- What's it like to be a Paraplanner?
- How to become a Paraplanner
- Latest Paraplanner jobs
- Top skills and experience for Paraplanners
- Is Paraplanner the right role for you?
- Paraplanner role reviews
What's it like to be
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Latest Paraplanner reviews
Nov 2024
My experience as a paraplanner has been a rewarding blend of strategic problem-solving and continuous learning, though at times challenging due to compliance demands and tight deadlines.
Reviewer's QualificationGraduate Diploma in Financial Planning
Experience5 – 9 years
Organisation sizeMedium (20-199 employees)
SpecialisationBanking & Financial Services
The good thingsAs a paraplanner, the role offers a mix of rewarding and challenging experiences that contribute to both professional growth and personal satisfaction.
Enjoyable Aspects
One of the highlights of para...
The challengesWhile paraplanning can be a rewarding role, there are a few aspects that can be less enjoyable:
1. Repetitive Tasks: Some tasks, like completing compliance paperwork or preparing documents for financ...
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Nov 2018
Paraplanning is fun if you don't love client interactions and enjoy the technical sides of things in Financial Planning
Reviewer's QualificationBachelor of Business
Experience1 – 4 years
Organisation sizeLarge (200+ employees)
SpecialisationFinancial planning
The good thingsAs a paraplanner, you'll be trained to know the technical aspects of financial planning. Hence if you stay in paraplanning for let's say 3-4 years it's fair to say you'll learn all the financial plann...
The challengesAs your job involves writing statement of advice mostly you can expect to be quite full as it lacks of interactions with customers. However some people might like it that way. Also, not being in a sal...
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SEEK has not verified the truth or accuracy of these comments and does not adopt or endorse any of the comments posted on this page.SEEK collects and posts the comments for what they are worth and for information purposes only to assist candidates to find employment through www.seek.com.au
