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7 days ago
This role involves working with clients across Australia to provide high-quality financial planning services.
About the PositionA highly skilled and experienced financial planning professional is sought to join our team as a Senior Financial Planning Assistant. The successful candidate will have a strong background in finance and experience working in Australian financial planning.
Your Key Responsibilities:- Monitor client investment portfolios to ensure they remain aligned with recommended asset allocation strategies.
- Prepare recommendations for advisors on any changes needed and maintain accurate records of advice.
- Develop and present quarterly and annual client performance reports, highlighting key trends and insights.
- Design and implement SMSF investment strategies that align with client goals and risk profiles.
- Liaise with product providers and investment platforms to ensure seamless execution of client transactions.
- Update and maintain client Work in Progress logs/CRM tools to ensure efficient communication and collaboration.
- Reconcile fees and commissions to ensure accuracy and transparency in financial reporting.
- Liaise with clients for administrative support, addressing their queries and concerns in a timely and professional manner.
- Bachelor's Degree holder in Commerce or Finance.
- At least 3 years' experience in Australian financial planning.
- Strong portfolio management and investment skills.
- Excellent communication and interpersonal skills.
- SMSF experience is highly desirable.
- Xplan experience is advantageous.
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