Financial Planning Professional
1 day ago
This role offers an exciting opportunity to work as a senior financial planning assistant for a leading Australian firm.
The successful candidate will have experience in portfolio management and investments, enabling them to effectively support clients across the country.
Main Responsibilities- Monitor client investment portfolios to ensure alignment with recommended asset allocation.
- Develop recommendations for advisers on changes needed and maintain records of advice.
- Prepare quarterly/annual client performance reports.
- Create strategic SMSF investment plans.
- Liaise with product providers and investment platforms.
- Manage client CRM tools and update relevant information.
- Reconcile fees and commissions accurately.
- Bachelor's Degree in Commerce or a related field.
- A minimum of 3 years of experience in Australian financial planning.
- Expertise in portfolio management and investments.
- Strong analytical skills and report preparation abilities.
- Work from home arrangement available.
- A competitive salary package and regular annual appraisal.
- Ongoing professional development opportunities.
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