Remote Contract Paraplanner — Soa & Compliance (Melbourne)

Remote Contract Paraplanner — Soa & Compliance (Melbourne)

08 Aug
|
In Wealth Financial Services
|
Melbourne

08 Aug

In Wealth Financial Services

Melbourne

In Wealth Financial Services is seeking an experienced paraplanner for a remote, contract role based in Australia.
You will prepare high-quality, compliant SoAs and work with advisers to ensure accuracy, while managing your own caseload with support from a workflow coordinator.
The ideal candidate has at least 2 years of paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and holds a Diploma of Financial Planning.
#J-*****-Ljbffr

📌 Remote Contract Paraplanner — Soa & Compliance (Melbourne)
🏢 In Wealth Financial Services
📍 Melbourne

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