paraplanner or associate adviser – with career pathway - Sydney, New South Wales
6 days ago

Job summary
We are seeking a Paraplanner or Associate Adviser to support the Principal Financial Adviser.The role is ideal for someone who seeks to develop into a Financial Planner in the medium term or prefers to build a long-term career in a Paraplanner role.
Responsibilities
- Write SOAs, ROAs.
- Prepare projections, modelling, scenario analysis.
- Attend client meetings with the Principal Adviser.
- Maintain update client records data within XPLAN.
Job description
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