A company specializing in remote staffing is seeking a detail-oriented Paraplanner to support financial advisers. This remote role is integral for preparing compliant advice for clients, involving the management of documentation and client correspondence. Candidates should have over 3 years of paraplanning experience, strong understanding of Australian compliance requirements, and the ability to use CRM tools like Xplan or AdviserLogic. This position offers flexibility while aligning with Australian business hours, making it ideal for candidates in the Philippines.
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