Strategic Financial Planner
4 hours ago
Our team is seeking a skilled Financial Planner to provide expert advice on investment portfolios and develop comprehensive strategies for our clients.
The ideal candidate will possess strong analytical skills, excellent communication abilities, and a thorough understanding of financial planning principles.
Key Responsibilities:- Monitor client investment portfolios to ensure alignment with recommended asset allocation.
- Prepare recommendations for advisers on changes needed and maintain accurate records of advice.
- Produce quarterly/annual client performance reports highlighting key financial metrics.
- Design and implement SMSF investment strategies that meet client objectives.
- Collaborate with product providers and investment platforms to stay up-to-date on market trends and offerings.
- Update and maintain client work logs and CRM tools ensuring seamless data integration.
- Reconcile fees and commissions accurately to reflect client interests.
As a valued member of our team, you can expect a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
Join us in delivering exceptional service to our clients and contributing to the success of our organization.
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Strategic Financial Planner
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Expert Financial Planner
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