Bentleys (Victoria) Pty Ltd in Melbourne is seeking a highly organized Paraplanner to support our financial advisers in crafting tailored financial plans for clients.
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You will conduct investment research, prepare reports and presentations, analyze client data, and work closely with advisers to implement strategies while maintaining regulatory compliance and delivering exceptional service.
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📌 Paraplanner: Financial Plans, Research & Client Analytics (Victoria)
🏢 Bentleys (Victoria
📍 Victoria
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