Paraplanner & Admin Support - Flexible Hours, Lismore (North Lismore)

Paraplanner & Admin Support - Flexible Hours, Lismore (North Lismore)

31 Oct
|
Connect Financial Planning Services
|
North Lismore

31 Oct

Connect Financial Planning Services

North Lismore

Connect Financial Planning Services in Lismore is seeking an organised Paraplanner / Administration skilled 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.
#J-*****-Ljbffr

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

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