Inspirit Advisory is seeking a Paraplanner & Client Services Workflow Manager (non-client-facing) in Chermside, QLD. You will turn adviser strategies into compliant, client-friendly advice and drive implementation workflows for two advisers.
The role emphasizes Xplan modelling, data analysis and meticulous record keeping, with the chance to work behind the scenes in a collaborative, supportive culture. Hybrid office/home-based work is considered.
#J-18808-Ljbffr
📌 Paraplanner & Client Services Operations Lead (Queensland)
🏢 Goals and Dreams Financial Planning
📍 Queensland
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.