Paraplanner: Deliver Impactful SOAs & Clear Guidance (Brisbane City)

Paraplanner: Deliver Impactful SOAs & Clear Guidance (Brisbane City)

03 Oct
|
Aureus Financial
|
Brisbane City

03 Oct

Aureus Financial

Brisbane City

Aureus Financial is seeking a Paraplanner to bridge technical excellence and practical client outcomes in our Melbourne-based team. You'll craft high-quality Statements of Advice, build financial models, and ensure compliant, transparent documentation that supports Wealth Coaches and clients.

You'll enjoy autonomy to optimize workflows, mentor colleagues, and contribute to process improvements while deepening your knowledge of financial planning standards and legislation.

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📌 Paraplanner: Deliver Impactful SOAs & Clear Guidance (Brisbane City)
🏢 Aureus Financial
📍 Brisbane City

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