Financial Planning Professional

1 day ago

Quezon City, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

Join a forward-thinking financial services firm as a skilled Paraplanner.

This role involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.

The ideal candidate will have experience preparing 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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