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7 days ago
A challenging opportunity has arisen for a Senior Financial Planning Specialist to take on the role of monitoring client investment portfolios, preparing recommendations for advisors, and creating quarterly/annual client performance reports.
About the RoleWe are seeking a qualified professional with expertise in financial planning, portfolio management, and client services. The successful candidate will be responsible for:
- Ensuring alignment between client investment portfolios and recommended asset allocation.
- Providing recommendations for advisors on changes needed and maintaining records of advice.
- Creating and delivering quarterly/annual client performance reports.
- Liaising with product providers and investment platforms.
- Maintaining client Work in Progress logs and CRM tools.
- Reconciling fees and commissions.
- Bachelor's degree in Commerce or a related field.
- At least 3 years of experience in Australian financial planning.
- Portfolio management and investments experience.
- Excellent communication and interpersonal skills.
- Xplan experience is advantageous.
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