
Financial Support Specialist
21 hours ago
This is an exciting opportunity to work as a key member of a leading financial advisory team based in Australia. As a Financial Support Specialist, you will be responsible for assisting advisors in creating comprehensive financial plans for clients.
The ideal candidate will have a strong background in accounting or a similar field, with excellent numerical and logical reasoning skills. Proficiency in Microsoft Excel and MS Office is also essential.
Key Responsibilities:
- Supporting advisors in preparing and implementing financial plans for clients
- Conducting research on insurance products, financial concepts, superannuation, and tax strategies
- Preparing and analyzing financial needs analysis reports to support the development of financial plans
- Collaborating with advisors to identify appropriate investment strategies based on client needs and goals
Benefits Package:
- 100% Remote Work Arrangement
- 13th Month Pay
- Paid Service Incentive Leave (SIL)
- Flexible holiday arrangement allowing worked regular holidays to convert to additional SIL
Competency Requirements:
- Minimum 3 years of experience as a Financial Support Specialist or in a similar role in the insurance industry
- Accounting or similar experience highly advantageous
- Strong numerical and logical reasoning skills
- Excellent command of the English language
- Proficient in Microsoft Excel and MS Office
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