Senior Paraplanner for SOA & Client Strategy (Port Phillip City)

Senior Paraplanner for SOA & Client Strategy (Port Phillip City)

24 Sep
|
Fuse Recruitment
|
Port Phillip City

24 Sep

Fuse Recruitment

Port Phillip City

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 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

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📌 Senior Paraplanner for SOA & Client Strategy (Port Phillip City)
🏢 Fuse Recruitment
📍 Port Phillip City

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