12 Oct
|
In Wealth Financial Services
|
Canberra
12 Oct
In Wealth Financial Services
Canberra
In Wealth Financial Services – Brisbane QLD is seeking a contract paraplanner to prepare high-quality, compliant SoAs for clients. The role is remote and home-based, offering adaptable workload and hours with mentoring and feedback.
You will liaise with advisers, manage caseload with a workflow coordinator, and develop under licensee requirements. Candidates should have at least 2 years paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and hold a Diploma of
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📌 Remote Paraplanner (Contract) – Flexible SoA Support (Canberra)
🏢 In Wealth Financial Services
📍 Canberra