Senior Client Services & Paraplanner -- Financial Planning (Gympie)

Senior Client Services & Paraplanner -- Financial Planning (Gympie)

14 Oct
|
Kingdom Financial
|
Gympie

14 Oct

Kingdom Financial

Gympie

Job Description

Kingdom Financial Group, a Sunshine Coast–based firm, seeks an Experienced Client Services Officer & Paraplanner to support advisers and manage client relationships across superannuation, retirement and insurance.

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You will prepare Statements of Advice, Records of Advice, and maintain compliant client files while coordinating with platforms and fund providers. Robust writing and Australian practice experience are essential.

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📌 Senior Client Services & Paraplanner -- Financial Planning (Gympie)
🏢 Kingdom Financial
📍 Gympie

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