Senior Paraplanner

vor 14 Stunden

Manly, Österreich Cartwright Jones Vollzeit

A well-established financial advisory firm in Manly is seeking a Technical Senior Paraplanner to manage high-net-worth clients, handling portfolios averaging $2-5 million. The role offers a salary of $110-120k plus Super and the flexibility to work from home. The ideal applicant will have at least 2-3 years of experience, a strong grasp of financial strategies, and proficiency in drafting complex Statements of Advice (SOAs). Opportunities for career progression and growth are available.#J-18808-Ljbffr

  • Senior Paraplanner

    vor 14 Stunden

    Manly, Österreich Cartwright Jones Vollzeit

    Founded in 2001, this well-established business has earned an outstanding reputation in the Sydney market. Known not only for delivering top-tier financial advice but also for fostering an exceptional workplace environment, they are recognized as a leader in employee satisfaction and support. Due to growth we now require a Paraplanner to join the team. With...