Full-time Senior Paraplanner jobs in Docklands, VIC
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SENIOR PARAPLANNER
Facilitating annual reviews with clients and their Financial Adviser. Following up and assisting clients to sign Statements of Advice and Annual review documents. Paraplanning via preparation of ROAs SOAs. Extensive XPLAN knowl...
| Company | Hudson Advisory Group |
|---|---|
| Address | Docklands, VIC |
| Category | Accounting & Finance |
| Salary | $80,000 - $100,000 a year |
| Job type | Full time |
| Date Posted | 2 months ago See detail |
Senior Paraplanner
Hudson Advisory Group
Docklands, VIC
$80,000 - $100,000 a year
Facilitating annual reviews with clients and their Financial Adviser. Following up and assisting clients to sign Statements of Advice and Annual review documents. Paraplanning via preparation of ROAs SOAs. Extensive XPLAN knowl...
2 months ago seen See more...
- View all Hudson Advisory Group jobs - jobs in Docklands, VIC
Senior Paraplanner- $90,000-115,000 Inc Super (Depending on Experience)
Fs Recruitment Solutions
Melbourne, VIC
$90,000 - $115,000 a year
Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Strategy Papers, ensuring compliance with industry regulations regarding financial advice. Ensure turnaround times and deadline...
2 months ago seen See more...
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