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 with a focus on professional development.
- Why this job: Join a supportive team and enhance your paraplanning skills while working from home.
- Qualifications: 2+ years paraplanning experience and proficiency in Xplan/Xtools+/AdviserLogic or Plutosoft.
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
#J-18808-Ljbffr
Paraplanner – Remote 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 empowered to grow their skills while contributing to high-quality client outcomes. The supportive work culture fosters collaboration and innovation, making it an ideal environment for those seeking meaningful and rewarding employment.
Contact Details:
In Wealth Financial Services Recruitment Team
