Remote Paraplanner (Contract) – Flexible SoA Support

Remote Paraplanner (Contract) – Flexible SoA Support

In Wealth Financial Services | Adelaide, South Australia, AU

Posted a month ago

Apply Now

Description

In Wealth Financial Services – Brisbane QLD is seeking a contract paraplanner to prepare high-quality, compliant SoAs 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+/AdviserLogic or Plutosoft, and hold a Diploma of


#J-18808-Ljbffr