Paraplanner & Client Services Operations Lead (Brisbane City)

Paraplanner & Client Services Operations Lead (Brisbane City)

31 Aug
|
Goals and Dreams Financial Planning
|
Brisbane City

31 Aug

Goals and Dreams Financial Planning

Brisbane City

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 opportunity to work behind the scenes in a team-oriented, supportive culture. Hybrid office/home-based work is considered.

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📌 Paraplanner & Client Services Operations Lead (Brisbane City)
🏢 Goals and Dreams Financial Planning
📍 Brisbane City

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