Paraplanner — SOA

vor 3 Wochen

The Council of the Municipality of Kiama, Österreich Padua Financial Group Vollzeit

A financial services firm in New South Wales seeks a paraplanner responsible for preparing high-quality Statement of Advice (SOA) documents. The ideal candidate has at least 3 years of experience in financial planning, strong technical skills, and proficiency in financial planning software, especially XPlan. This role supports financial advisers and offers both full-time and part-time options within a collaborative team environment.#J-18808-Ljbffr

  • Paraplanner

    vor 3 Wochen

    The Council of the Municipality of Kiama, Österreich Padua Financial Group Vollzeit

    Padua Solutions is a Software & Services firm specializing in supporting financial advisers, practices and licensees in providing high quality financial advice. Padua was founded in late 2013 by siblings Anne-Marie and Matthew Esler. Padua is focused on solving four of the financial advice industry’s key challenges – time, cost, quality and trust....

  • Strategic Paraplanner

    vor 1 Woche

    City of Brisbane, Österreich Ord Minnett Vollzeit

    1 day ago Be among the first 25 applicants Ord Minnett is seeking a client focused and proactive Strategic Paraplanner to join our national paraplanning team in our Brisbane office. This is more than a paraplanning role - it’s your opportunity to gain exposure to high-net-worth strategies, complex client scenarios, and set yourself up for a future as a...

  • Adviser Assistant

    Vor 2 Tagen

    Council of the City of Sydney, Österreich Iov Omnibusverkehr Gmbh Ilmenau Vollzeit

    This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Comprehensive Financial Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading...

  • Senior Technical Paraplanner/Technical Specialist

    vor 2 Wochen

    Town Of Cambridge, Österreich Harts Financial Solutions Vollzeit

    Senior Technical Paraplanner/Technical Specialist Harts Financial Solutions - Your Private CFO & Principle AdviserHarts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their...