Price Financial Intelligence in Thornleigh, NSW, is seeking a candidate to assist in preparing Statements of Advice and related client documents.
The role supports a path toward becoming a financial adviser, though prior experience is not required.The successful applicant may have completed a Diploma of Financial Services (Financial Planning) or be pursuing an AQF7 bachelor degree.
The position focuses on ensuring timely client reviews and adherence to compliance obligations.
#J-*****-Ljbffr
📌 Paraplanner & Path To Financial Adviser - Soa Drafting (New South Wales)
🏢 Price Financial Intelligence
📍 New South Wales
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.