3 Senior Financial Planner Jobs in Melbourne
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Senior Paraplanner New Kaizen Recruitment - 3004 Melbourne, VIC, AU Our client is a Melbourne CBD-based firm offering expert audit, tax, financial planning, and business advisory services in a dynamic, growth-driven environment. They support a diverse portfolio of clients... 5 days ago
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Senior Paraplanner - Pathway to Asscociate Adviser Nexia Australia And New Zealand - Melbourne, Australia Your Focus As a Senior Paraplanner, you'll play a pivotal role in supporting our clients by preparing compliant and presentable Statements of Advice (SOAs) and Records of Advice (ROAs). Your responsibilities... Competitive 11 days ago
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Senior Paraplanner Nexia Australia And New Zealand - Melbourne, Australia Your duties include: Working closely with the Financial Planners to develop strategy and recommendations Prepare and review SOAs and ROAs in a timely and well-presented manner for adviser's review Reviewing/preparing... Competitive 21 days ago
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