Hybrid Associate Financial Advisor - Wealth Management (Melbourne)

Hybrid Associate Financial Advisor - Wealth Management (Melbourne)

24 Oct
|
FS Recruitment Solutions
|
Melbourne

24 Oct

FS Recruitment Solutions

Melbourne

FS Recruitment Solutions is seeking a skilled paraplanner to support one of our wealth management advisers in Melbourne CBD, offering high-touch, fee-for-service financial planning.
You will conduct joint client meetings, build wealth strategies, document SOA/ROA requests, and prepare pre-meeting notes. The role includes annual portfolio reviews and attendance at Investment Committee meetings, with a hybrid work option post probation.
#J-*****-Ljbffr

📌 Hybrid Associate Financial Advisor - Wealth Management (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne

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