Hoxton Wealth Group is seeking a Senior Paraplanner in Sydney to craft high-quality, compliant advice for clients with cross-border needs. You will own the process from fact find to final SOA, acting as a technical sounding board and improving efficiency alongside advisers and compliance teams.
You will work with modern advice technology, mentor juniors, and help shape templates and workflows as the business grows. A robust background in Australian financial planning is essential.
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📌 Senior Paraplanner - Cross-Border Advice & Tech-Driven (Sydney)
🏢 Hoxton Wealth Group
📍 Sydney
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