Up Wealth Management is seeking a dedicated paraplanner / client relationship manager to support advisers and manage client documentation in a growing practice.
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You will prepare client files, assist with meeting prep and lodge documents, and handle administrative client inquiries with precision and tact.
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Robust communication skills, ongoing studies in Financial Planning, and Xplan experience are highly valued as part of a team-oriented, client‐focused team.
J-18808-Ljbffr
📌 Paraplanner & Client Relationships Manager Canberra (Australia)
🏢 Up Wealth Management
📍 Australia
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