28 Oct
|
Aureus Financial
|
Melbourne
28 Oct
Aureus Financial
Melbourne
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 setting, 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
📌 Senior Paraplanner (Melbourne)
🏢 Aureus Financial
📍 Melbourne