A prestigious financial planning institution in Australia is seeking an experienced senior career para planner to handle complex financial plans and work closely with advisors. The role requires a client-focused individual with at least 2 years of paraplanning experience, RG146 qualification, and strong skills in Microsoft Office and Xplan. You will prepare statements of advice, conduct financial product research, and ensure compliance with all related legislation. This is a rare opportunity to join a supportive and positive professional environment.
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