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Financial planner Negotiable Collect Apply
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Financial planner

Annual Salary Negotiable

Professionals - Financial Brokers and Dealers, and Investment Advisers

VIC - Melbourne (Post code: 3000)

Recruiting numbers: 1

Expiration date: 30-Apr-2025

Full Time
02-Apr-2025 update visited:
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Job requirements

Educational requirements: Diploma or trade qualification

English requirements: Competent English

Requirements for skilled employment experience for years: 0-1 year

Required residence status: None

Accept remote work: unacceptable

Using industry-specific software like XPlan, conducting due diligence for product and portfolios Helping prepare portfolio and strategy reviews for clients data entry client file management, ad-hoc office administration tasks exposure to financial planning, portfolio management, stocks, life insurance
Contact information
Last online time: 19-Jan-2024 11:28
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Edison CHEN
035****2560
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Address: Suite 5, 1/73 Malop Street,Geelong,VIC 3220
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