Senior Financial Planning Specialist
12 hours ago
About the Role
We are seeking a skilled professional to work closely with our team in preparing and implementing financial plans for clients. You will be trained to become an expert on insurance products and advice preparation, requiring strong comprehension, logical reasoning, and analytical skills.
Key responsibilities include assisting advisors in creating comprehensive financial plans, conducting research on insurance products and financial concepts, and preparing and analyzing financial needs analysis reports.
- Assist advisors 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 to support the development of financial plans
- Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
Key competencies and qualifications required include 3 years of experience as a Paraplanner or in a similar role in the industry, strong numerical and logical reasoning skills, good math skills, and excellent command of the English language.
What We Offer
- 100% Remote Work
- 13th Month Pay
- Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month
- Flexible arrangement allowing worked regular holiday to convert to additional SIL
- Annual performance appraisal subject for review
- Access to free Learning and Development programs
Our goal is to make the process as transparent and respectful as possible.
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