Duties and Responsibilities: Provide quality, compliant and timely Paraplanning services to advice network.Develop and implement Statements of Advice (SOA) using the Xplan financial planning software.Prepare high quality and compliant SOAs and other advice documents on behalf of the client financial…
Duties and Responsibilities: Provide quality, compliant and timely Paraplanning services to advice network.Develop and implement Statements of Advice (SOA) using the Xplan financial planning software.Prepare high quality and compliant SOAs and other advice documents on behalf of the client financial…