28 Oct
|
Aureus Financial
|
Sydney
28 Oct
Aureus Financial
Sydney
Aureus Private Wealth is expanding and seeks a senior paraplanner who can take complex files and produce clear, compliant Statements of Advice for Australian clients. You’ll join a team-backed workplace, work with advisers and a paraplanning lead, and explore AI-enabled workflows to improve turnaround and accuracy while maintaining governance and ASIC compliance.
In this fully remote role, you’ll manage your queue, deliver high-quality SoAs and RoAs on time, and contribute to process
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📌 Senior Paraplanner (Remote) - AI-Enhanced SoA Expert (Sydney)
🏢 Aureus Financial
📍 Sydney