Senior Paraplanning Analyst, Financial Planning

Senior Paraplanning Analyst, Financial Planning

Fiducian Financial Services | Canberra, Australian Capital Territory, AU

Posted 21 days ago

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Description

Fiducian Financial Services in Deakin, Canberra is seeking a confident Senior Financial Planning Associate to support advisers in delivering high-quality, tailored financial advice for clients across superannuation, retirement planning, investments and insurance.

You will analyse client information, help identify strategies, model outcomes and prepare compliant SOAs and ROAs. This office-based, full-time role offers training and long-term career development in financial services.


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