About Me
I am writing to express my interest in the paraplanning role. With a strong background in paraplanning and expertise in Xplan, SOA, ROA, Wealth Solver, Risk Profile, Superannuation, Pension, and Retirement Planning, I am confident in my ability to contribute effectively to your team.
In my previous roles, I have:
Created comprehensive SOAs and ROAs using Xplan, ensuring accuracy and efficiency.
Conducted risk assessments and developed tailored financial strategies.
Assisted clients with superannuation, pension, and retirement planning to achieve their financial goals.
I bring strong analytical skills, attention to detail, and a collaborative approach to every task. I am eager to contribute to your teams success and discuss how my skills align with your needs.
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$6/hr
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