04 Sep
|
Fuse Recruitment
|
Melbourne
04 Sep
Fuse Recruitment
Melbourne
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.
This role emphasizes client-centred service, professionalism, and a team-oriented culture. You will maintain client records in Xplan, research portfolios and options, liaise with advisers and compliance teams, and help ensure regulatory standards are
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📌 Senior Paraplanner For Soa & Client Strategy Melbourne
🏢 Fuse Recruitment
📍 Melbourne