Hybrid: Head of Advice & Paraplanning Compliance (Rand)

31 Jul

Loudon Private Wealth

Rand

31 Jul

Loudon Private Wealth

Rand

Loudon Private Wealth in Pagewood, NSW, seeks a paraplanner/compliance-focused support qualified to back financial advice processes, focusing on research, modelling, and compliant document prep. You will oversee governance, ensure regulatory alignment, and support advisers to deliver high-quality client recommendations.

Key duties include compliance oversight, advice document preparation, data management, and liaison with providers.

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📌 Hybrid: Head of Advice & Paraplanning Compliance (Rand)
🏢 Loudon Private Wealth
📍 Rand

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