kowloon investment group

Para Planner - Australia

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TYPE OF WORK

Part Time

SALARY

50 to 100 per client case depend on your skills and level

ID PROOF

50

DATE POSTED

Oct 07, 2022

JOB OVERVIEW

Constructing Statements of Advice (SOA) documents across a wide range of financial strategies;
Strong written and verbal communication skills
Please demonstrate your ability of constructing Statements of Advice (SOA)

****Experience in Xplan would be highly desirable.

SKILL SUMMARY
Finance & Management
Financial Analysis
English
Writing
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