01 Sep
|
Goals and Dreams Financial Planning
|
Brisbane
01 Sep
Goals and Dreams Financial Planning
Brisbane
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 team-oriented, supportive culture. Hybrid office/home-based work is considered.
J-18808-Ljbffr
📌 Paraplanner & Client Services Operations Lead Brisbane City
🏢 Goals and Dreams Financial Planning
📍 Brisbane