11 Aug
|
Up Wealth Management
|
Canberra
11 Aug
Up Wealth Management
Canberra
Up Wealth Management is seeking a dedicated paraplanner / client relationship manager to support advisers and manage client documentation in a growing practice.
You will prepare client files, assist with meeting prep and lodge documents, and handle administrative client inquiries with precision and tact.
Strong communication skills, ongoing studies in Financial Planning, and Xplan experience are highly valued as part of a team-oriented, client‑focused team.
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📌 Paraplanner & Client Relationships Manager (Canberra)
🏢 Up Wealth Management
📍 Canberra