Client-Driven Paraplanner & Admin Specialist (Canberra)

Client-Driven Paraplanner & Admin Specialist (Canberra)

06 Aug
|
FAAA Board, Financial Advice Association of Australia
|
Canberra

06 Aug

FAAA Board, Financial Advice Association of Australia

Canberra

Envision Financial Services, a Canberra-based financial advisory firm, is seeking a Client Service Manager/Paraplanner. You will own end-to-end production of client documents, support review processes, and manage client relationships while collaborating with paraplanners and the team.

The role requires experience in financial planning, RG146 compliance, and proficiency with XPLAN. A client-focused approach and solid communication are essential for success in this position.

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📌 Client-Driven Paraplanner & Admin Specialist (Canberra)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Canberra

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