Ivy Recruitment is seeking an experienced Paraplanner to join Melbourne's boutique advisory firm specializing in tailored advice for HNW families. You will produce high-quality SOAs and cashflow models, acting as a technical go-to for the advice team.
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You will work closely with principal advisors, participate in client meetings, and help develop complex strategies. A supportive, collaborative setting offers career growth and an attractive remuneration package.
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📌 Strategic Paraplanner -- Boutique Advisory Team (Victoria)
🏢 Ivy Recruitment
📍 Victoria
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