Hybrid Senior Client Service & Paraplanner — End-to-End Advisor (City of Sydney)

Hybrid Senior Client Service & Paraplanner — End-to-End Advisor (City of Sydney)

11 Aug
|
Emerging Wealth
|
City of Sydney

11 Aug

Emerging Wealth

City of Sydney

Emerging Wealth, a boutique Sydney financial planning firm, seeks a Senior Client Service Associate / Paraplanner to join the advice team in a hybrid, work-from-home setup.

You will own end-to-end processes—from cash flow modelling and SOA/ROA prep to provider implementation—working with WealthSolver, Voyant, and Xplan, while keeping audit-ready records and delivering real value to clients.

#J-18808-Ljbffr

📌 Hybrid Senior Client Service & Paraplanner — End-to-End Advisor (City of Sydney)
🏢 Emerging Wealth
📍 City of Sydney

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