In Wealth Financial Services is seeking an experienced paraplanner for a remote, contract role based in Australia. You will prepare high-quality, compliant SoAs and work with advisers to ensure accuracy, while managing your own caseload with support from a workflow coordinator.
The ideal candidate has at least 2 years of paraplanning experience, proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft, and holds a Diploma of Financial Planning.
Remote Contract Paraplanner — SoA & Compliance in Melbourne 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
