Job Description
PARAPLANNER
Location:
Philippines (Remote)
Shift:
Mondays to Fridays, 7:00 AM to 4:00 PM
Unlock your potential
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.
About this role. . .
We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering high-quality financial planning advice to clients. The ideal candidate will have hands-on experience in paraplanning within the Australian market, strong technical knowledge, and the ability to prepare comprehensive documentation such as ROAs and SOAs.
What You'll Be Doing
- Prepare polished, compliant Statements of Advice (SOAs) and Records of Advice (ROAs) for diverse client portfolios...
Ready to Apply?
Take the next step in your AI career. Submit your application to TOA Global today.
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