Senior Paraplanner / Associate Planner — Career Path In Financial Planning (Canberra)

Senior Paraplanner / Associate Planner — Career Path In Financial Planning (Canberra)

21 Sep
|
International Search Partners
|
Canberra

21 Sep

International Search Partners

Canberra

International Search Partners in Canberra seeks an experienced Associate Planner or Paraplanner to support Senior Financial Planners. You will assist in developing technical and strategic advice for retirees and high net worth clients, attend meetings, complete fact finds, and help prepare Statements/Records of Advice.
Key tasks include client contact, inquiry resolution, and supporting the advice review process while maintaining accurate client data for compliance reporting.
#J-*****-Ljbffr

📌 Senior Paraplanner / Associate Planner — Career Path In Financial Planning (Canberra)
🏢 International Search Partners
📍 Canberra

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