
Financial Planning Assistant
4 hours ago
We are seeking a detail-oriented and organized Financial Planning Assistant to join our team. As a key member of the financial planning department, you will work closely with experienced advisors to prepare and implement comprehensive financial plans for clients.
Your primary responsibilities will include assisting in creating financial plans, conducting research on insurance products, and preparing financial needs analysis reports. You will also collaborate with advisors to identify suitable investment strategies based on client goals and attend client meetings to present and review financial plans.
To be successful in this role, you must have excellent analytical skills, strong communication abilities, and proficiency in Microsoft Excel and MS Office. Experience as a Paraplanner or in a similar role is preferred but not necessary.
We offer a remote work arrangement, paid service incentive leave, and access to free learning and development programs. If you are looking for a challenging and rewarding career opportunity, we encourage you to apply.
- Assist in creating comprehensive financial plans for clients
- Conduct research on insurance products, financial concepts, superannuation, and tax strategies
- Prepare and analyze financial needs analysis reports
- Collaborate with advisors to identify suitable investment strategies
- Attend client meetings to present and review financial plans
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