Private Wealth Paraplanner – Growth & Impact

Private Wealth Paraplanner – Growth & Impact

Capital Haus | Melbourne, Victoria, AU

Posted 16 days ago

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Description

Capital Haus in Melbourne is seeking an experienced Paraplanner to support Private Wealth Advisers by preparing high-quality advice documents and servicing clients with accuracy and efficiency.

Role involves developing tailored strategies, modelling cash flows, and ensuring compliance, using XPLAN and related tools. Requires a minimum 2 years’ paraplanning experience and RG146 compliance.


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