23 Oct
|
Up Wealth Management
|
Canberra
23 Oct
Up Wealth Management
Canberra
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, robust written/oral communication, Xplan familiarity, and a team-oriented, proactive mindset.
J-18808-Ljbffr
📌 Wealth Paraplanner & Client Relationships Lead Canberra
🏢 Up Wealth Management
📍 Canberra