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A Paraplanner performs a range of duties at a financial planning practice. You might assist colleagues with gathering information and collecting paperwork. Paraplanners might liaise with clients to determine their needs and find out details about available financial services. You might put information together for clients and help them to understand products on offer.
Paraplanners should be highly organised and have strong customer service abilities. It’s important you have good interpersonal skills and can communicate well with clients from a range of backgrounds. You’ll need to have a strong understanding of the financial services industry and should be able to understand the individual needs of your customers.
There are 3 courses available for people who want to become a Paraplanner.
Possible job outcomes:
The Bachelor of Commerce (Financial Planning) equips students with the skills essential for personal financial goal achievement and professional advisory roles. This course delves into critical financial facets such as retirement, taxation, investment, and estate planning. By blending theoretical underpinnings with practical applications, graduates are prepared to craft sound financial strategies and provide informed advice..
Average duration: 3 years.
The Bachelor of Business (Business Analytics) centers on data collection, analysis, and interpretation to inform strategic decisions in organizations. Students will acquire skills in statistical methods, Structured Query Language (SQL), and data management. This course also covers vital aspects like data confidentiality and security, financial and economic modeling, and measuring marketing effectiveness. It prepares students to excel in the era of big data, providing them with the tools to make data-driven decisions across various business areas..
The FNS60920 Advanced Diploma of Paraplanning is a nationally recognised diploma that qualifies you for administrative and paraplanning roles in the financial services industry. Over 12-24 months of online training you will learn the legalities and compliance essentials of Australian financial services, as well as giving advice on superannuation, managed investments, and life insurance products. The course also covers: financial product research, working with clients, financial planning. Enquire now for the full list of study units, enrolment requirements, and upcoming intake dates..
Average duration: 12 months.
In Australia, a full time Paraplanner generally earns $1,440 per week ($74,880 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.
There has been a decrease in employment numbers in this industry over the last five years. There are currently 24,100 people working in this field in Australia and many of them specialise as a Paraplanner. Paraplanners may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
If you’re interested in a career as a Paraplanner, consider enrolling in an Advanced Diploma of Paraplanning. This course will advance your understanding of the Australian financial services industry and give you the skills to offer advice on superannuation, managed investments and life insurance products.
We’ll find nearby campuses and check if you’re eligible for funding in your state.
Here are some potential career pathways within financial planning. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.
Financial Planning
Financial Assistant
$960 weekly pay
Budget Analyst
$1,250 weekly pay
Corporate Finance Analyst
Financial Advisor
$1,340 weekly pay
Financial Planner
Investment Analyst
Paraplanner
$1,440 weekly pay
Small Business Financial Advisor
$1,350 weekly pay
Tax Adviser
Asset Manager
$1,500 weekly pay
Chartered Financial Analyst
Cost Controller
$2,115 weekly pay
Credit Risk Analyst
Finance Consultant
Finance Manager
$2,900 weekly pay
Financial Analyst
$2,125 weekly pay
Fund Manager
$1,550 weekly pay
Hedge Fund Manager
Investment Advisor
$1,400 weekly pay
Investment Banker
Investment Consultant
Investment Manager
Wealth Manager
Learn more about Paraplanner courses in your area.