About the Role
We're looking for a skilled Paraplanner to support financial planning operations, assessments, and documentation for our advisory team.
Qualifications
The ideal candidate has:
- 3–5 years of paraplanning experience
- Bachelor's degree in Financial Management or a related course
- Advanced Xplan experience (preferred)
- RG 146 accreditation (a plus, not required)
- Experience in insurance pre-assessment
Job Type: Full-time
Work Location: In person
Ready to Apply?
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