Ivy Recruitment is seeking an experienced Paraplanner to join Melbourne's boutique advisory firm specializing in tailored advice for HNW families. You will produce high-quality SOAs and cashflow models, acting as a technical go-to for the advice team.
You will work closely with principal advisors, participate in client meetings, and help develop complex strategies. A supportive, collaborative environment offers career growth and an attractive remuneration package.
Strategic Paraplanner — Boutique Advisory Team in Melbourne employer: Ivy Recruitment
Join a highly regarded firm that values inclusivity and teamwork, offering a supportive culture for its employees. As a Client Services Manager, you'll benefit from ongoing mentoring and professional development opportunities while working closely with experienced advisors to deliver exceptional service to high-net-worth clients. Located conveniently close to home, this role not only promises a rewarding career path but also a collaborative environment where your contributions are truly valued.
