FS Recruitment Solutions is seeking a Paraplanner to support a private wealth management adviser in Melbourne. The role focuses on deep client relationships, developing wealth, superannuation, and insurance strategies, and delivering high-quality SOAs and ROAs.
You will manage fact gathering, prioritise recommendations, and prepare meeting materials. The position offers hybrid work from Melbourne CBD with potential work-from-home days post probation.
J-18808-Ljbffr