In Wealth Financial Services β Brisbane QLD is seeking a contract paraplanner to prepare high-quality, compliant SoAs for clients. The role is remote and home-based, offering flexible workload and hours with mentoring and feedback.
You will liaise with advisers, manage caseload with a workflow coordinator, and develop under licensee requirements. Candidates should have at least 2 years paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and hold a Diploma of
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Remote Paraplanner (Contract) β Flexible SoA Support in Brisbane employer: In Wealth Financial Services
Wealth Financial Services in Brisbane QLD is an exceptional employer, offering a remote Paraplanner role that provides flexibility in workload and hours, allowing you to balance your professional and personal life effectively. With a strong focus on employee growth through mentoring and constructive feedback, the company fosters a supportive work culture that values collaboration and continuous learning, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
In Wealth Financial Services Recruitment Team