Hybrid: Head of Advice & Paraplanning Compliance in Pagewood

Hybrid: Head of Advice & Paraplanning Compliance in Pagewood

Pagewood Full-Time On-site
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Loudon Private Wealth in Pagewood, NSW, seeks a paraplanner/compliance-focused support professional to back financial advice processes, focusing on research, modelling, and compliant document prep. You will oversee governance, ensure regulatory alignment, and support advisers to deliver high-quality client recommendations.

Key duties include compliance oversight, advice document preparation, data management, and liaison with providers.

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Contact Details:

Loudon Private Wealth Recruitment Team