Paraplanner: Strategic Financial Advice & Modelling (Melbourne)

Paraplanner: Strategic Financial Advice & Modelling (Melbourne)

02 Aug
|
Focus Partners Australia & Escala Partners
|
Melbourne

02 Aug

Focus Partners Australia & Escala Partners

Melbourne

Focus Partners Australia & Escala Partners is seeking a Paraplanner to partner with Financial Advisers and deliver high-quality, compliant financial advice. The role covers technical analysis, cashflow modelling, research across investments, superannuation, and personal insurance, plus preparing SoAs and RoAs to support client outcomes.

You will work closely with advisers, contribute to advice development and process improvements, and help maintain accurate client data in Xplan and related

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📌 Paraplanner: Strategic Financial Advice & Modelling (Melbourne)
🏢 Focus Partners Australia & Escala Partners
📍 Melbourne

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