Strategic Paraplanner: Path to Private Wealth (Sydney)

Strategic Paraplanner: Path to Private Wealth (Sydney)

14 Nov
|
Lotus People
|
Sydney

14 Nov

Lotus People

Sydney

Lotus People is seeking a paraplanner to join its private wealth team in Australia. You will produce high quality SOAs, work with advisers on client strategy, research technical issues and help shape advice for high net worth clients.

This role offers a stepping stone into private wealth as the previous holder advanced into the private wealth team. The successful candidate will have 2-3+ years paraplanning experience, robust SOA writing skills and solid Xplan capabilities, including SOA

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📌 Strategic Paraplanner: Path to Private Wealth (Sydney)
🏢 Lotus People
📍 Sydney

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