FS Recruitment Solutions is seeking a Paraplanner to support a private wealth management adviser in Melbourne. The role focuses on deep client relationships, developing wealth, superannuation, and insurance strategies, and delivering high-quality SOAs and ROAs.
You will manage fact gathering, prioritise recommendations, and prepare meeting materials. The position offers hybrid work from Melbourne CBD with potential work-from-home days post probation.
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High-Touch Wealth Advisor Associate β Hybrid in Melbourne employer: FS Recruitment Solutions
Join a highly regarded, privately owned wealth management firm in Melbourne that champions independence and modern, technology-driven advice. With a strong focus on employee growth, you will receive structured mentoring and hands-on experience, allowing you to build meaningful client relationships while developing your technical expertise. The collaborative work culture fosters innovation and supports your journey to becoming a fully authorised adviser, making it an exceptional place for professionals seeking rewarding careers in finance.