Senior Paraplanner

Overview

Looking for full-time work (8 hours/day)

at $6.82/hour ($1,200.00/month)

Bachelors degree

Last Active

April 30th, 2024 (10 days ago)

Member Since

October 6th, 2021

Profile Description

Hello there. I have been working as a Senior Paraplanner (Financial Analyst) for almost 4 years now and I have exceptional analytical skills and attention to details when it comes to assisting my financial planner give our client's advice in their best interest.  I am well-versed in a couple of softwares such as COIN, XPLAN and DRAFT all necessary to prepare the Statement of Advice and Record of Advice. I have experience around areas such as Superannuation, Insurance, Investments outside of super, Cash Flow Management, Debt Management and SMSF. 
Furthermore, as an accounting graduate, cash flow and budgeting, preparation of financial statements, bookkeeping are just a few of my skills.
I am keen and is always updated with the new accounting postulates or business requirements, and is always eager to learn and be trained for things I do not have knowledge of and be able to help you in your business needs.
I can assure you that I could do any tasks accurately and timely and I am your best choice in this very competitive workstation once you give me the opportunity.