Paraplanner & Admin Support - Flexible Hours, Lismore

Paraplanner & Admin Support - Flexible Hours, Lismore

30 Oct
|
Connect Financial Planning Services
|
Lismore

30 Oct

Connect Financial Planning Services

Lismore

Connect Financial Planning Services in Lismore is seeking an organised Paraplanner / Administration qualified to provide paraplanning and admin support. You will prepare advice documents, implement advice, and prepare portfolio reports for client reviews, while managing client files and correspondence.

Key duties include liaising with product providers (including Centrelink) to obtain required information and maintaining MS Office and XPLAN workflows.

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📌 Paraplanner & Admin Support - Flexible Hours, Lismore
🏢 Connect Financial Planning Services
📍 Lismore

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