A prestigious financial institution in Perth seeks a Senior Para Planner to prepare complex financial plans and collaborate with advisors.
Candidates should have RG146 qualifications, at least 2 years of experience, and strong skills in Microsoft Office and Xplan Software.
Responsibilities include maintaining compliance, assisting with financial strategies, and handling HNW client accounts.
This role offers a positive work culture and the chance to work with a highly regarded team.#J-18808-Ljbffr