Paraplanner: Wealth & SMSF Advisory (Geelong)

Paraplanner: Wealth & SMSF Advisory (Geelong)

22 Aug
|
FS Recruitment Solutions
|
Geelong

22 Aug

FS Recruitment Solutions

Geelong

FS Recruitment Solutions in Geelong is seeking an experienced Paraplanner to join a respected financial planning practice. You will own the paraplanning function and work closely with two Advisers and a supportive admin team to deliver high-quality advice efficiently.

You will focus on annual reviews, ROAs and SOAs, and use WealthSolver and Risk Researcher tools. The role suits someone with robust attention to detail, knowledge of superannuation, investments and personal insurance, and a

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📌 Paraplanner: Wealth & SMSF Advisory (Geelong)
🏢 FS Recruitment Solutions
📍 Geelong

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