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.
n
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 (Australia)
🏢 Fuse Recruitment
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.