Strategic Financial Group Australia jobs
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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 | 2 months 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...
2 months ago seen See more...
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