Up Wealth is seeking a Paraplanner/Client Relationship Manager in Canberra. The primary duty is to produce high-quality, client-friendly advice documents efficiently and accurately, while supporting advisers in managing client relationships.
You'll write SOAs and ROAs, assist with meeting preparations, and handle occasional reception tasks. The role suits someone with experience in financial planning, solid written/oral communication, Xplan familiarity, and a collaborative, proactive mindset.
📌 Wealth Paraplanner (Canberra)
🏢 Up Wealth Management
📍 Canberra
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.