
Strategic Financial Planner
13 hours ago
We are seeking a skilled and experienced Financial Planning Assistant to join our team.
Overview
The ideal candidate will have a strong background in financial planning, with experience working in Australian firms.
Key Responsibilities
- Monitor client investment portfolios to ensure alignment with recommended asset allocation
- Prepare recommendations for advisers on portfolio changes and maintain records of advice
- Develop quarterly/annual client performance reports
- Create SMSF investment strategies
- Collaborate with product providers and investment platforms
- Update and maintain client Work in Progress logs/CRM tools
- Reconcile fees and commissions
- Provide administrative support to clients
Benefits Package
- Work-from-home arrangement
- Medical, dental coverage, and life insurance from day one of employment
- Paid vacation and sick leave (with quarterly conversion)
- Competitive salary package and annual performance review
- Financial assistance program
- Mandatory government benefits and 13th-month pay
- Regular company events, work-life balance, and career growth opportunities
Equal Employment Opportunity Statement
Our organization is committed to diversity and inclusion, ensuring equal opportunities for all candidates regardless of age, gender, disability status, or other protected characteristics.
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