Hybrid: Head Of Advice & Paraplanning Compliance (New South Wales)

Hybrid: Head Of Advice & Paraplanning Compliance (New South Wales)

02 Aug
|
Important Group
|
New South Wales

02 Aug

Important Group

New South Wales

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.
#J-*****-Ljbffr

📌 Hybrid: Head Of Advice & Paraplanning Compliance (New South Wales)
🏢 Important Group
📍 New South Wales

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