Paraplanner: Strategy & Research For Wealth Management (Melbourne)

Paraplanner: Strategy & Research For Wealth Management (Melbourne)

08 Aug
|
Profusion Group
|
Melbourne

08 Aug

Profusion Group

Melbourne

Profusion Group in Melbourne's eastern suburbs is seeking a dedicated Paraplanner to support the advice team with strategy construction and research. This hands-on role offers collaboration with advisers and leadership in a supportive workplace.
You will prepare research documents, model scenarios, and liaise with the support team to ensure smooth execution while maintaining compliance standards. Proficiency in MS Office and CRM systems is essential.
#J-*****-Ljbffr

📌 Paraplanner: Strategy & Research For Wealth Management (Melbourne)
🏢 Profusion Group
📍 Melbourne

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