Macquarie Group's Private Bank team is seeking a Senior Paraplanner based in Brisbane or Sydney to craft tailored advice for high-net-worth clients. You will work with Private Bankers and specialists to develop personalised advice documents and perform detailed modelling while ensuring regulatory standards.
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Your experience in paraplanning, XPLAN and Salesforce, plus excellent attention to detail and stakeholder engagement, will help deliver high-quality outcomes and support process improvements