At a Glance
- Tasks: Prepare high-quality, compliant Statements of Advice (SoAs) for clients remotely.
- Company: Wealth Financial Services, a leading firm in Brisbane QLD.
- Benefits: Flexible workload, remote work, mentoring, and constructive feedback.
- Other info: Great opportunity for career growth in a dynamic financial services environment.
- Why this job: Join a supportive team and enhance your paraplanning skills while working from home.
- Qualifications: 2+ years of paraplanning experience and proficiency in relevant software.
The predicted salary is between 63000 - 77000 $ per year.
In Wealth Financial Services – Brisbane QLD is seeking a contract paraplanner to prepare high-quality, compliant So As 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+/Adviser Logic or Plutosoft, and hold a Diploma of
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Paraplanner – Remote in Canberra employer: In Wealth Financial Services
Wealth Financial Services in Brisbane QLD is an exceptional employer, offering a remote Paraplanner role that prioritises flexibility and work-life balance. With a strong focus on professional development through mentoring and constructive feedback, employees are encouraged to grow their skills in a supportive environment. The company fosters a collaborative culture, ensuring that you can thrive while delivering high-quality, compliant Statements of Advice for clients.
Contact Details:
In Wealth Financial Services Recruitment Team
