I am an experienced paraplanner who worked for an Australia and UK finance firm. In a span of almost 2 years, I have written more than 200 Australian advice documents (SOAs, ROAs and ROAs on file) and around 30 UK Suitability Letters.
I am also a civil engineer and a Microsoft-certified Power BI Data Analyst Associate and have exposure to data transformation and visualization. Additionally, I have experience in developing workflow automations using Power Automate, app creation through Power Apps and basic knowledge of Sharepoint.
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
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Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
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