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, explicit 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 (Australia)
🏢 Aureus Financial
📍 Australia
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