Fuse Recruitment is assisting a prestigious wealth management firm in Melbourne's CBD to find a Paraplanner. You will produce accurate SOAs, support advisers, and help with strategy analysis in a collaborative, client‐centred environment.
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Key tasks include research on portfolios, preparing client reports, updating client records in Xplan, and ensuring regulatory standards. Solid attention to detail, excellent communication, and organisation are essential to progress in financial planning.
📌 Paraplanner: SOA & Strategy Analysis Expert (Victoria)
🏢 Fuse Recruitment
📍 Victoria
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