03 Aug
|
Loudon Private Wealth
|
City of Randwick
03 Aug
Loudon Private Wealth
City of Randwick
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 (City of Randwick)
🏢 Loudon Private Wealth
📍 City of Randwick