In Wealth Financial Services is seeking an experienced paraplanner for a remote, contract role based in Australia. You will prepare high-quality, compliant SoAs and work with advisers to ensure accuracy, while managing your own caseload with support from a workflow coordinator.
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The ideal candidate has at least 2 years of paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and holds a Diploma of Financial Planning.
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📌 Remote Contract Paraplanner Soa & Compliance Victoria
🏢 In Wealth Financial Services
📍 Victoria
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