Paraplanner to Financial Adviser: SOA Drafting Path (New South Wales)

Paraplanner to Financial Adviser: SOA Drafting Path (New South Wales)

28 Sep
|
Price Financial Intelligence
|
New South Wales

28 Sep

Price Financial Intelligence

New South Wales

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.

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📌 Paraplanner to Financial Adviser: SOA Drafting Path (New South Wales)
🏢 Price Financial Intelligence
📍 New South Wales

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