Senior Paraplanner: Cross-Border Advice & SOA Expert in Sydney

Senior Paraplanner: Cross-Border Advice & SOA Expert in Sydney

Sydney Full-Time On-site
H

Hoxton Wealth Group in Australia is seeking an experienced Senior Paraplanner to join our advice team. You will own the preparation of complex cross-border advice from fact find to final SOA, collaborating with advisers to deliver high-quality, compliant recommendations.

You will mentor junior paraplanners, review files, and help implement improved templates and processes using Marloo and other advice tools.

#J-18808-Ljbffr

Senior Paraplanner: Cross-Border Advice & SOA Expert in Sydney employer: Hoxton Wealth Group

At Hoxton, we pride ourselves on being an exceptional employer, offering a dynamic work environment where innovation meets collaboration. Our commitment to investing in modern advice technology not only streamlines processes but also empowers our team to focus on high-value work, ensuring that you can make a meaningful impact on our clients' financial journeys. With ample opportunities for professional growth and a supportive culture that values your input, you'll thrive in a role that challenges you while providing the tools and resources needed for success.

H

Contact Details:

Hoxton Wealth Group Recruitment Team