Remote Paraplanner (Contract) – Flexible SoA Support
In Wealth Financial Services | Newcastle, New South Wales, AUPosted a month ago
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
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