21 Oct
|
In Wealth Financial Services
|
Melbourne
21 Oct
In Wealth Financial Services
Melbourne
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 versatile 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
📌 Remote Paraplanner (Melbourne)
🏢 In Wealth Financial Services
📍 Melbourne