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 Perth 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, you'll have the opportunity to enhance your skills while working in a supportive and collaborative environment. Join us to be part of a dynamic team dedicated to delivering high-quality financial services to our clients.
Contact Details:
In Wealth Financial Services Recruitment Team
