Senior Client Services & Paraplanner — Financial Planning Gympie

Senior Client Services & Paraplanner — Financial Planning Gympie

30 Sep
|
Kingdom Financial
|
Gympie

30 Sep

Kingdom Financial

Gympie

Kingdom Financial Group, a Sunshine Coast–based firm, seeks an Experienced Client Services Officer & Paraplanner to support advisers and manage client relationships across superannuation, retirement and insurance.

You will prepare Statements of Advice, Records of Advice, and maintain compliant client files while coordinating with platforms and fund providers. Robust writing and Australian practice experience are essential.
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📌 Senior Client Services & Paraplanner — Financial Planning Gympie
🏢 Kingdom Financial
📍 Gympie

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