Paraplanner: Wealth Planning & Retirement Strategies Maitland (Australia)

Paraplanner: Wealth Planning & Retirement Strategies Maitland (Australia)

10 Aug
|
Bottrell Wealth - Financial Planning
|
Australia

10 Aug

Bottrell Wealth - Financial Planning

Australia

Bottrell Wealth Pty Ltd is seeking an experienced Paraplanner to join our growing Financial Planning team. You will support Advisers in delivering high quality strategic financial advice and work with Administration to prepare compliant documents and deliver excellent client outcomes.

You will collaborate with Financial Advisers and Accountants, manage documentation and stay current with regulatory requirements, ensuring accurate client records and solid skilled relationships.
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📌 Paraplanner: Wealth Planning & Retirement Strategies Maitland (Australia)
🏢 Bottrell Wealth - Financial Planning
📍 Australia

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