Client Driven Paraplanner & Admin Specialist Canberra (Australia)

Client Driven Paraplanner & Admin Specialist Canberra (Australia)

07 Aug
|
FAAA Board, Financial Advice Association of Australia
|
Australia

07 Aug

FAAA Board, Financial Advice Association of Australia

Australia

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 (Australia)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Australia

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