Expertise In Long-Term Wealth Planning - Kensington and Norwood - beBeeparaplanning

    beBeeparaplanning
    beBeeparaplanning Kensington and Norwood

    6 days ago

    Full time

    Job title: Paraplanner

    Description
    Senior Financial Advisor Role
     

    This is an opportunity for a skilled Senior Paraplanner to step into a senior role within a well-established professional services firm.

    • The business operates in a collaborative, values-led environment aligned with reputable advisory networks. It provides holistic, long-term financial advice to diverse clients with an emphasis on quality and integrity.

    As part of the team, you will support Advisers through preparing compliant and strategic advice documents. You are regarded as trusted technical contributors due to your strong knowledge of regulatory obligations and risk management principles.

    1. Pursue detailed strategy research across investments, superannuation, retirement planning, insurance and related areas.

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