Paraplanner: Wealth Planning & Retirement Strategies Maitland

Paraplanner: Wealth Planning & Retirement Strategies Maitland

11 Aug
|
Bottrell Wealth - Financial Planning
|
Maitland

11 Aug

Bottrell Wealth - Financial Planning

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 robust qualified relationships.
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📌 Paraplanner: Wealth Planning & Retirement Strategies Maitland
🏢 Bottrell Wealth - Financial Planning
📍 Maitland

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