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Wealth management opportunity - support advisor

Melbourne
beBeeparaplanner
Posted: 11 December
Offer description

A wealth management firm in Melbourne seeks an experienced Paraplanner to support their Financial Planning team.


Key Responsibilities

* Preparing financial documents and managing client administration tasks are key aspects of this role.
* The successful candidate will assist advisors with a range of tasks.

This dynamic opportunity offers professional growth and a supportive team environment. Ideal candidates possess at least 2 years of paraplanning experience and strong communication skills.

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