Paraplanner: Drive Investment Strategy & Portfolios (New South Wales)

Paraplanner: Drive Investment Strategy & Portfolios (New South Wales)

09 Aug
|
NMS Recruit
|
New South Wales

09 Aug

NMS Recruit

New South Wales

NMS Recruit Ltd in Liverpool is partnering with a respected Financial Services firm to secure a Paraplanner.
This full time role offers a pathway to develop technical advisory skills and investment analysis within a supportive team.
You will prepare detailed reports, support advisers with financial plans, monitor portfolios, and ensure compliance with industry regulations.
A bachelor's degree and 3+ years' experience are expected, with CFP/CFA preferred.
#J-*****-Ljbffr

📌 Paraplanner: Drive Investment Strategy & Portfolios (New South Wales)
🏢 NMS Recruit
📍 New South Wales

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