To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
SIMILAR EXPERIENCE - THIS IS NOT NEGOTIABLE Paraplanner or compliance experience ideally suited Re5 –
SIMILAR EXPERIENCE - THIS IS NOT NEGOTIABLE Paraplanner or compliance experience ideally suited Re5 –
financial principles. Proven work experience as a paraplanner or similar role. Leadership ability. Salary package
financial principles. Proven work experience as a paraplanner or similar role. Leadership ability. Salary package