04 Sep
|
Fuse Recruitment
|
Victoria
04 Sep
Fuse Recruitment
Victoria
Job Description
Fuse Recruitment is partnering with a prestigious wealth management firm in Melbourne's CBD to hire a Paraplanner. You will support the Advice Team by producing accurate, compliant Statements of Advice (SOAs) and assisting with strategy analysis.
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This role emphasizes client-centred service, professionalism, and a cooperative culture. You will maintain client records in Xplan, research portfolios and options, liaise with advisers and compliance teams, and help ensure regulatory standards are
📌 Senior Paraplanner for SOA & Client Strategy (Victoria)
🏢 Fuse Recruitment
📍 Victoria