Ivy Recruitment is seeking an experienced Paraplanner to join Melbourne's boutique advisory firm specializing in tailored advice for HNW families. You will produce high-quality SOAs and cashflow models, acting as a technical go-to for the advice team.
You will work closely with principal advisors, participate in client meetings, and help develop complex strategies. A supportive, team-oriented setting offers growth opportunities and an attractive remuneration package.
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