Paraplanner | Noida

• Preparing Statements of Advice (SoA), Records of Advice (RoA), and Client Review documents in line with Australian financial advice regulations
• Analysing client information, including personal and financial details, cash flow, net worth, superannuation, insurance needs, and investment portfolios

Overview

• Industry - IT - Software / Product Development
• Functional Area - Other
• Job Role - Other
• Employment type - Full Time
• Work Mode - In Office

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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