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Wealth advisory paraplanner: client-focused portfolio support

Adelaide
Williambuck Sa
Posted: 14h ago
Offer description

Williambuck Sa in Adelaide is seeking a Wealth Advisory Paraplanner to provide exceptional client support and advice. Responsibilities include reviewing investment portfolios, preparing compliance documents, and managing client data using XPlan. Ideal candidates will have a relevant degree and at least 2 years of experience in a similar role, along with proficiency in Microsoft Office. Join a dedicated team committed to tailored financial solutions.#J-18808-Ljbffr

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