Private Wealth Paraplanner – Growth & Impact in Melbourne

Private Wealth Paraplanner – Growth & Impact in Melbourne

Melbourne Full-Time On-site
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Capital Haus in Melbourne is seeking an experienced Paraplanner to support Private Wealth Advisers by preparing high-quality advice documents and servicing clients with accuracy and efficiency.

Role involves developing tailored strategies, modelling cash flows, and ensuring compliance, using XPLAN and related tools. Requires a minimum 2 years’ paraplanning experience and RG146 compliance.

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Private Wealth Paraplanner – Growth & Impact in Melbourne employer: Capital Haus

Join our dynamic accounting practice in Townsville, where we prioritise a supportive and professional work environment that fosters employee growth and career progression. As a Senior Accountant, you'll enjoy the opportunity to manage a diverse portfolio of clients while working alongside a team that values collaboration and excellence in service delivery.

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Contact Details:

Capital Haus Recruitment Team