At a Glance
- Tasks: Support advisers and clients by preparing meeting materials and coordinating documentation.
- Company: HLB Wealth Management, a dynamic firm in Wollongong.
- Benefits: Join a fast-paced environment with opportunities for growth and development.
- Other info: Exciting projects and a collaborative atmosphere await you!
- Why this job: Make a real difference in clients' financial journeys while honing your skills.
- Qualifications: Attention to detail, strong communication, and teamwork skills required.
The predicted salary is between 63000 - 77000 $ per year.
HLB Wealth Management (Wollongong) is seeking a motivated paraplanner to support advisers and clients in a fast-paced wealth management environment.
You will assist in preparing client meeting materials and help coordinate SOA/ROA documentation.
The role emphasizes attention to detail, strong communication, and ability to work in a team on key projects while delivering high-quality service to clients across Australia.
Senior Paraplanning & Client Services - Wealth Advisory in Wollongong employer: HLB International
HLB Mann Judd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation across its Australasian network. With over 50 years of experience and recognition as a top accounting firm, employees benefit from strategic leadership opportunities, professional development programs, and a commitment to employee engagement and retention. This part-time Director of People & Culture role not only allows for flexible working arrangements but also provides the chance to influence meaningful change in a supportive environment dedicated to helping both clients and staff succeed.
