Senior Paraplanner - SOA & Investment Review Expert (City of Willoughby)

Senior Paraplanner - SOA & Investment Review Expert (City of Willoughby)

21 Aug
|
CDM Partners
|
City of Willoughby

21 Aug

CDM Partners

City of Willoughby

CDM Partners in Recent South Wales is seeking an experienced Paraplanner to support financial advisers with rigorous analysis and compelling SOAs. You will prepare timely Statements of Advice, research, and portfolio reviews, collaborating with advisers to tailor recommendations.

You should have at least three years in financial planning, be proficient with Xplan, and be keen to develop professionally through seminars and compliance with the FASEA Code of Ethics.

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📌 Senior Paraplanner - SOA & Investment Review Expert (City of Willoughby)
🏢 CDM Partners
📍 City of Willoughby

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