Paraplanner | Growth Path To Financial Advisory (Sydney)

Paraplanner | Growth Path To Financial Advisory (Sydney)

14 Sep
|
Bluewave Talent
|
Sydney

14 Sep

Bluewave Talent

Sydney

BlueWave Talent in Sydney is seeking a organised, client‐facing paraplanner/support skilled to join a small, tenured team led by an MD with 15 years of experience.
You'll manage day‐to‐day client relationships so advisers can focus on advice, coordinate with offshore support on SOAs/ROAs and review documentation, and keep the CRM and compliance processes accurate and up to date.
Exposure across financial planning, property and lending is encouraged for growth.
#J-*****-Ljbffr

📌 Paraplanner | Growth Path To Financial Advisory (Sydney)
🏢 Bluewave Talent
📍 Sydney

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