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.
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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 Newcastle (Australia)
🏢 Aureus Financial
📍 Australia
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