Highview is seeking a Paraplanner to join our Financial Planning team, working from our Cranbourne or Prahran offices in Victoria. You'll own the technical production of advice documentation, prepare SOAs and ROAs, run modelling and research investment products for client scenarios.
You'll work closely with Financial Advisers, manage multiple deadlines, and grow toward Associate Adviser while contributing as a technical specialist across accounting and tax perspectives.
#J-*****-Ljbffr
📌 Paraplanner: Technical Soa Specialist With Growth Path (Melbourne)
🏢 Highview Accounting & Financial
📍 Melbourne
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.