Cso/Paraplanner Support

vor 4 Wochen

south australia, Österreich Tideri Jobbörse Vollzeit
Position: Client Service Officer - Paraplanning and Support
Employment Type: Full Time
Responsibilities: Provide administrative support to Senior Financial Adviser and Senior Paraplanner Set up and maintain client files Collect client data Prepare client Risk Insurance quotes using industry software Prepare client Financial Review Reports (FRR) using developed templates Prepare simple client Statement of Advice (SOA/ROA) using developed templates Implement strategies and products Prepare and implement client engagements and agreements Experience in Equities, SMAs, and familiarity with various current strategies desired Application Process: Your application will include the following questions:
Which of the following statements best describes your right to work in Australia? #J-18808-Ljbffr

  • Tideri Jobbörse | Senior Customer Support Consultant | western australia

    vor 3 Wochen

    western australia, Österreich Tideri Jobbörse Vollzeit

    Permanent role based in Perth or Melbourne We are certified carbon neutral and committed to reducing our impact on the environment. We have long-term partnerships with charities working to address homelessness. We're REA REA Group is not your average digital business. From humble beginnings in a garage in Melbourne's east in 1995, we have grown into a...

  • Fuse Recruitment | Client Service Officer

    Vor 6 Tagen

    new south wales, Österreich Fuse Recruitment Vollzeit

    Company Fuse Recruitment is partnering with a well-established and highly regarded client in the financial management space, based in North West Sydney.Our client is dedicated to delivering exceptional financial solutions and services, focusing on fostering strong relationships with their clients.With a commitment to growth and innovation, they are seeking a...