Paraplanner

About The Firm

Our client is based in Varsity Lakes and is renowned for delivering innovative, long-term financial solutions with passion and empathy.
They foster a positive work environment where innovation and collaboration are celebrated.

One of the key highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention.

This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance.
With clear career development opportunities, you'll have the support to reach your full potential.
About The Role

As a Paraplanner, you'll play a critical role in delivering high-quality client service by preparing comprehensive financial strategies and advice documents.
You'll work closely with advisers and the broader operational team to ensure technical accuracy, compliance, and client satisfaction.

This role offers an opportunity to contribute to a forward-thinking, client-focused firm that values innovation, teamwork, and professional growth.
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