Senior Financial Planning Assistant

1 day ago


Mandaluyong City, National Capital Region, Philippines beBeeFinancial Full time A$1,800 - A$2,600
Senior Financial Planning Assistant

We are seeking an experienced and detail-oriented Senior Financial Planning Assistant to join our financial planning team. As a key member of the team, you will be responsible for preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.



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