Paraplanner jobs in Victoria

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the...

 ...personal, financial, lifestyle and service delivery details (eg. Xplan) About You Currently, you will be working as a Paraplanner, Associate Adviser or experienced Client Services Officer within the Financial Planning industry. You will have demonstrated high values... 

 ...process is efficient and compliant; Reviewing Statements of Advice and Records of Advice prepared by the Client Service Manager (Paraplanner) and formulating strategy required for these documents; Reviewing paperwork and approving implementation tasks done by the... 

 ...encourage development of their staff. Great work/life balance. The Role This role will see you working with the Financial Planners, Paraplanners and Management in a leading industry fund. You will be providing support to members and helping with implementation of advice all...