
Financial Planning Executive
1 day ago
We are seeking a highly skilled Senior Financial Planning Assistant to join our team.
About the Role- The successful candidate will be responsible for monitoring client investment portfolios, preparing recommendations for advisers, and maintaining accurate records of advice.
- Monitor client investment portfolios to ensure alignment with recommended asset allocation
- Prepare recommendations for advisers on changes needed and maintain records of advice
- Produce quarterly/annual client performance reports
- Liaise with product providers and investment platforms
- Update and maintain client Work in Progress log/CRM tool
- Reconcile fees and commissions
- Bachelor's Degree in Commerce or Finance
- At least 3 years experience in Australian financial planning
- Experience with portfolio management/investments
- SMSF experience preferred
Monday to Friday (8:00 AM to 5:00 PM Manila Time)
Employment Details:- Full-time employment
- Finance job function
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