Elworthy Financial Group

Job description Join the team of an Australian-based company providing office management services for small to medium- sized businesses. Our CLIENT is a Financial planning company based in Australia. He is initially looking for an assistant to an adviser who can assist with daily administrative tasks, with the view to moving into a paraplanner and/or financial adviser role in the future. Complete training will be provided. Roles and Responsibilities: Financial Planning: Assist in developing and maintaining financial models, forecasts, and budgets. Work closely with Support Staff and Paraplanners to generate compliant Advice. Perform Ad-Hoc financial analysis and projects as required by senior management. Onboarding new clients onto CRM Prepare calculations for the advisor. Book client meetings Calling existing superfunds and insurance companies to complete a questionnaire Document Saving Data Entry Email issuance to 3rd Party providers for client disclosure purposes (i.e. Super & Insurance providers) Superannuation Review via individual providers Superannuation Comparison within CRM Insurance Quote Comparison Meeting (Record of Advice) Preparation Pre-Meeting Request and Post-Meeting Summary emails Qualification: Bachelor's degree in finance, Accounting, Economics, or a related field (Master's degree or MBA is a plus). 2 year of experience working in the industry within financial planning/advice Strong analytical skills with the ability to interpret complex financial data. Proficiency in financial modelling, forecasting techniques, Must be proficient in Word, Excel/Google Sheets. High level of English comprehension and conversational skills Excellent communication and presentation skills to effectively convey financial information to non-financial stakeholders. Attention to detail and a proactive approach to problem-solving. Previous experience in the Australian financial planning sector would be advantageous. DO NOT APPLY FOR THIS JOB: a) IF YOU CAN NOT SIGN 2 YEAR CONTRACT b) IF YOU CAN NOT SUBMIT YOUR ACCADEMIC ORIGINAL CERTIFICATES