Senior Paraplanner - Cebu, Central Visayas
1 linggo ang nakalipas
Job summary
We are looking for a high-level Technical Strategist to serve as the engine room of our Australian financial planning practice.Responsibilities
- Technical Document Drafting: Prepare high-quality, compliant Statements of Advice (SoAs) and Records of Advice (RoAs) covering superannuation, insurance, investment, and retirement strategies.
Paglalarawan ng trabaho
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