Financial Planner jobs in Northern QLD
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~$65k - $85k(Estimated)
KEY POINTS WE FOUND
- Support Financial Advisers with client queries, meetings and strategic financial planning across investments, superannuation, estate planning and retirement.
- Prepare pre-appointment work and advice documentation, including Statements of Advice, while ensuring compliance with relevant legislation and policies.
- Develop towards an Adviser role through mentoring, further education and growing responsibility for client relationships.