Financial Advisor

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