Senior Paraplanner for Private Wealth Advisory (Melbourne)

Senior Paraplanner for Private Wealth Advisory (Melbourne)

07 Aug
|
Garnaut Private Wealth
|
Melbourne

07 Aug

Garnaut Private Wealth

Melbourne

Garnaut Private Wealth in Melbourne is seeking an experienced Paraplanner to join our boutique advisory team. You’ll provide high quality technical support to a Partner, prepare tailored financial advice and ensure advice documentation is accurate and compliant for our high net worth clients.

Working closely with the Partner and administration, you will research strategies, analyse client information, prepare SOAs and ROAs, and assist with the implementation of recommendations in a

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📌 Senior Paraplanner for Private Wealth Advisory (Melbourne)
🏢 Garnaut Private Wealth
📍 Melbourne

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