08 Nov
|
In Wealth Financial Services
|
Perth
08 Nov
In Wealth Financial Services
Perth
In Wealth Financial Services – Brisbane QLD is seeking a contract paraplanner to prepare high-quality, compliant SoAs for clients.
The role is remote and home-based, offering versatile workload and hours with mentoring and feedback.
You will liaise with advisers, manage caseload with a workflow coordinator, and develop under licensee requirements.
Candidates should have at least 2 years paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and hold a Diploma of
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📌 Remote Paraplanner Contract – Flexible Soa Support Perth
🏢 In Wealth Financial Services
📍 Perth