Paraplanner -- Flexible, High-Impact Wealth Planning (Surry Hills)

Paraplanner -- Flexible, High-Impact Wealth Planning (Surry Hills)

14 Oct
|
Cartwright Jones
|
Surry Hills

14 Oct

Cartwright Jones

Surry Hills

Job Description

Cartwright Jones, an independent, self-licensed wealth management firm based in North Sydney, seeks an experienced Paraplanner to join a high-performing team. The role focuses on delivering tailored financial advice to HNW/UHNW clients, with a versatile work-life balance and mentorship from seasoned professionals.

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You will collaborate with financial advisers to develop detailed financial plans, conduct product research, ensure regulatory compliance, and support senior advisers on complex

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📌 Paraplanner -- Flexible, High-Impact Wealth Planning (Surry Hills)
🏢 Cartwright Jones
📍 Surry Hills

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