- Paraplanner National Firm A leading national financial services firm is seeking an experienced Paraplanner for their Melbourne team. Join a firm known for its supportive team environment , commitment to professional growth , and genuine work-life balance.Your New OpportunityWorking closely with experienced advisors , you will play a critical role in preparing advice documentation and managing investment administration to support a high-quality client expeParaplanner National Firm A leading national financial services firm is seeking an experienced Paraplanner for their Melbourne team. Join a firm known for its supportive team environment , commitment to professional growth , and genuine work-life balance.Your New OpportunityWorking closely with experienced advisors , you will play a critical role in preparing advice documentation and managing investment administration to support a high-quality client expe
- About the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleAs a Wholesale InveAbout the companyThis leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleAs a Wholesale Inve
- Compliance Assessment Lead Melbourne Based12 Month ContractHybrid RoleThe Company This prominent global consulting firm, operating as a significant force in the Australian financial services landscape, specialises in the Superannuation and Wealth sector. It leverages its deep, local market knowledge and global expertise to provide a wide array of services, including managing superannuation products, retirement funds, investments, and offering financial adCompliance Assessment Lead Melbourne Based12 Month ContractHybrid RoleThe Company This prominent global consulting firm, operating as a significant force in the Australian financial services landscape, specialises in the Superannuation and Wealth sector. It leverages its deep, local market knowledge and global expertise to provide a wide array of services, including managing superannuation products, retirement funds, investments, and offering financial ad
