Aureus Private Wealth is expanding and seeks a senior paraplanner who can take complex files and produce clear, compliant Statements of Advice for Australian clients. You’ll join a team-backed environment, work with advisers and a paraplanning lead, and explore AI-enabled workflows to improve turnaround and accuracy while maintaining governance and ASIC compliance.
In this fully remote role, you’ll manage your queue, deliver high-quality SoAs and RoAs on time, and contribute to process
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Senior Paraplanner (Remote) - AI-Enhanced SoA Expert in Melbourne employer: Aureus Financial
Aureus Financial is an exceptional employer for those passionate about making a tangible impact on small business owners' financial literacy and success. With a fully remote role that fosters a supportive and collaborative work culture, employees benefit from performance-based incentives and the opportunity to engage in meaningful coaching that transforms lives. Join a team that values personal growth and offers the chance to develop your skills while helping clients achieve significant profit margins.
