Paraplanner: Wealth Planning & Retirement Strategies (City of Maitland)

Paraplanner: Wealth Planning & Retirement Strategies (City of Maitland)

11 Aug
|
Bottrell Wealth - Financial Planning
|
City of Maitland

11 Aug

Bottrell Wealth - Financial Planning

City of Maitland

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 professional relationships.

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📌 Paraplanner: Wealth Planning & Retirement Strategies (City of Maitland)
🏢 Bottrell Wealth - Financial Planning
📍 City of Maitland

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