13 Oct
|
In Wealth Financial Services
|
Sydney
13 Oct
In Wealth Financial Services
Sydney
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 (Sydney)
🏢 In Wealth Financial Services
📍 Sydney