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Wealth advisory paraplanner - portfolio review

Adelaide
William Buck
Posted: 8 June
Offer description

William Buck is seeking a full-time professional in Adelaide for a role centered on client investment portfolios. Responsibilities include reviewing and preparing client documents, maintaining data in Xplan, and ensuring compliance. Candidates should possess relevant degrees, sound financial services knowledge, and 2+ years in a similar role. The company promotes a vibrant workplace culture, mentorship opportunities, and flexible work arrangements.
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