Senior Paraplanner For Private Wealth Advisory (Victoria)

Senior Paraplanner For Private Wealth Advisory (Victoria)

21 Aug
|
Recognized
|
Victoria

21 Aug

Recognized

Victoria

Job Description
Garnaut Private Wealth in Melbourne is seeking an experienced Paraplanner to join our boutique advisory team. You'll provide high quality technical support to a Partner, prepare tailored financial advice and ensure advice documentation is accurate and compliant for our high net worth clients.
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Working closely with the Partner and administration, you will research strategies, analyse client information, prepare SOAs and ROAs, and assist with the implementation of recommendations in a
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📌 Senior Paraplanner For Private Wealth Advisory (Victoria)
🏢 Recognized
📍 Victoria

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