30 Aug
|
Goals and Dreams Financial Planning
|
Queensland
30 Aug
Goals and Dreams Financial Planning
Queensland
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 prospect to work behind the scenes in a collaborative, supportive culture.
Hybrid office/home-based work is considered.
#J-*****-Ljbffr
📌 Paraplanner & Client Services Operations Lead (Queensland)
🏢 Goals and Dreams Financial Planning
📍 Queensland