A Paraplanner with Client Interaction skills earns an average salary of AU$53,185 per year. Most people move on to other jobs if they have more than 20 years' experience in this career.

AU$41,322 - AU$71,730
AU$41K
AU$53K
AU$72K
MEDIAN: AU$53,127
10%
50%
90%
AU$19.80 - AU$33.87
AU$20
AU$25
AU$34
MEDIAN: AU$25.28
10%
50%
90%
AU$0AU$72K
Salary AU$41,322 - AU$71,730
Bonus AU$0.00 - AU$6,953
Profit Sharing AU$2,500
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
AU$41,587 - AU$72,037
  • Country: Australia
  • Currency: AUD
  • Updated: 14 Apr 2018
  • Individuals Reporting: 166
Hourly Data AU$0AU$33
Hourly Rate AU$19.80 - AU$33.87
Annual Data AU$0AU$72K
Bonus AU$0.00 - AU$6,953
Profit Sharing AU$2,500
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
AU$41,587 - AU$72,037
  • Country: United States
  • Currency: AUD
  • Updated: 14 Apr 2018
  • Individuals Reporting: 21

Job Description for Paraplanner

A paraplanner is the junior member of a financial planning team, usually working under the direction of a senior financial planner. The paraplanner performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client. Next, the paraplanner reviews the client's financial records and starts creating and modeling different possible financial scenarios. In the process of creating these scenarios, the paraplanner determines how assets should be allocated and ultimately uses this information to make recommendations on which financial plan should be followed.

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Paraplanner Tasks

  • Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations, and coordinate marketing events.
  • Research financial databases and products that match clients' needs.
  • Construct visual aides including charts, graphs, and tables to be used in meetings with clients.

Paraplanner Job Listings

Pay Difference by Location

National Average: AU$53,157

Larger city markers indicate a job is popular in that location.

Key Stats for Paraplanner

Gender

Female
55 %
Male
45 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 15 votes.
Less than 1 year
6%
1-4 years
64%
5-9 years
17%
10-19 years
11%
20 years or more
2%

Experience Affects Paraplanner Salaries

▲19%

▲12%

National Average
AU$53,000

▼4%

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 15 votes.

Gender

Female
55 %
Male
45 %

Years of Experience

Less than 1 year
6%
1-4 years
64%
5-9 years
17%
10-19 years
11%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 1%
dental benefits
Dental: 1%
vision benefits
Vision: 1%
no benefits
None: 97%