Remote Paraplanner (Contract) - Flexible SoA Support (City of Gold Coast)

Remote Paraplanner (Contract) - Flexible SoA Support (City of Gold Coast)

14 Oct
|
In Wealth Financial Services
|
City of Gold Coast

14 Oct

In Wealth Financial Services

City of Gold Coast

Job Description

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.

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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 (City of Gold Coast)
🏢 In Wealth Financial Services
📍 City of Gold Coast

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