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1 day ago
We seek a detail-oriented and highly skilled individual to support our financial planning team.
About the RoleThe ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.
Key Responsibilities:- Prepare comprehensive SOAs and ROAs in line with regulatory requirements.
- Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
- Assist in setting up and structuring Self-Managed Super Funds (SMSF) for property investment.
- Utilize financial planning software like Xplan, Midwinter, and AdviserLogic for research and documentation.
- Work closely with senior planners to implement tailored financial strategies for clients.
- Ensure all financial plans and recommendations comply with regulatory guidelines.
- Maintain accurate client records and liaise with advisers to refine financial strategies.
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