Senior Paraplanner jobs in Docklands, VIC
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SENIOR PARAPLANNER
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...
| Company | Strategic Financial Group Australia |
|---|---|
| Address | Melbourne, VIC |
| Category | Accounting & Finance |
| Date Posted | a week ago See detail |
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...
a week ago seen See more...
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...
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Senior Paraplanner - AdviserLogic (Work from home)
Tnt Advisor Solutions
Melbourne, VIC
Modelling of basic to complex strategies within AdviserLogic Word document editing to produce SoA. Liaising with advisers / practices to clarify strategies. Assisting advisers in the development of strategies and research documen...
a month ago seen See more...
- View all Tnt Advisor Solutions jobs - jobs in Melbourne, 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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