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Paraplanner jobs in Balwyn, VIC

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PARAPLANNER

Writing Statements of Advice and Records of Advice using Xplan templates. Financial Modelling of complex Xtools+ models that can involve individuals, trusts, corporate beneficiaries and SMSF's.. Use of Risk Researcher software t...

CompanyIndependent Wealth Partners
AddressMelbourne, VIC
Date Posted 2 days ago See detail

Paraplanner

Independent Wealth Partners

Melbourne, VIC

Writing Statements of Advice and Records of Advice using Xplan templates. Financial Modelling of complex Xtools+ models that can involve individuals, trusts, corporate beneficiaries and SMSF's.. Use of Risk Researcher software t...

2 days ago seen See more...

Senior Paraplanner | High Profile Advice Team

Ivy Recruitment

Melbourne, VIC

RG146 compliant. Bachelors Degree ideally. Experience in paraplanning - SOA/ROA production, variety of strategies - Insurance, Super, SMSFs and Investments etc. Sound technical knowledge base. Xplan experience and proficiency. Exc...

2 days ago seen

Senior Paraplanner

Andersen Partnership

Melbourne, VIC

Build rapport and manage relationships with a client portfolio. Prepare high-quality, compliant SoAs. Assist in ethical and compliant advice processes. Manage advice implementation and client reviews. Support workload management a...

2 days ago seen

Paraplanner - 12-month contract

Marsh Mclennan

Melbourne, VIC

Contract

To support the Comprehensive Financial Advice team by participating in various activities including preparation of financial advice documents SOA and ROAs, prepare financial modelling as required. 12-month fixed term contract....

2 days ago seen See more...

Paraplanner $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

Crafting advice documents aligned with the specified "Scope of advice" to meet clients' needs, objectives, and compliance requirements. Vigilant research on changes to products, services, legislation, and strategy options. Collabo...

2 days ago seen See more...

Paraplanner - 12-month contract

Mercer

Melbourne, VIC

To support the Comprehensive Financial Advice team by participating in various activities including preparation of financial advice documents SOA and ROAs, prepare financial modelling as required. 12-month fixed term contract....

2 days ago seen See more...

Paraplanner - 12-month contract

Marsh & Mclennan Companies

Melbourne, VIC

To support the Comprehensive Financial Advice team by participating in various activities including preparation of financial advice documents - SOA and ROA's, prepare financial modelling as required. 12-month fixed term contract....

3 days ago seen See more...

Paraplanner (Financial Planning)

Hmh Financial Services

Doncaster East, VIC

3+ years' experience as a paraplanner within a Financial Planning practice. Ability to work independently to produce quality SoAs and RoAs. Possess initiative, common sense and the ability to ask the right questions. Excellent c...

2 months ago seen See more...

Paraplanner / Associate Planner- Ag Focus (Melbourne)

Dodgshun Medlin

Melbourne, VIC

Swan Hill base and/or Collins Street suite. Strong appeal to those with country roots or affinity with the land. Research, modelling, documentation and preparation of applications. Coordination, communication, attention to complia...

2 weeks ago seen See more...

Senior Paraplanner/Associate | High Profile Advice Team

Ivy Recruitment

Melbourne, VIC

RG146 compliant. Bachelors Degree ideally. Experience in paraplanning - SOA/ROA production, variety of strategies - Insurance, Super, SMSFs and Investments etc. Sound technical knowledge base and experience in complex strategies a...

a month ago seen See more...

Paraplanner

Awfp Group Pty Ltd

Melbourne, VIC

You will provide support to Advisers, allowing them to effectively service their current and potential clients with quality financial solutions. Provide guidance on strategy and appropriate recommendations including product in lin...

a month ago seen See more...

Paraplanner

Randstad

Melbourne, VIC

$100,000 per year

Extensive experience working in Paraplanning. Strong experience using XPlan or a similar software. Good knowledge of financial markets and managed funds. Understanding of compliance frameworks in the advice industry. Strong attent...

a month ago seen See more...

Senior Paraplanner

Strategic Financial Group Australia

Melbourne, VIC

Prepare comprehensive Statements of Advice (SoA's), Records of Advice (RoA's) and compliance documentation for Senior Financial Advisers. Review and prepare relevant Financial Modelling for client situations (Xplan, Xtools). Compl...

2 months ago seen See more...

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