Financial Planning Support Specialist
1 day ago
The role of a Financial Planning Assistant involves providing support to financial planners in various tasks.
Key Responsibilities- Maintain accurate records and data entry for clients and their investments.
- Prepare reports and analysis on client portfolios and financial situations.
- Conduct research on financial products, tax strategies, and superannuation plans.
- Collaborate with financial planners to identify suitable investment options for clients.
- Attend client meetings to gather information, review financial plans, and manage client databases.
- A minimum of 3 years' experience in a similar administrative role is required.
- Proficiency in financial planning software such as AdviserLogic or XPlan is essential.
- Strong numerical and analytical skills are necessary for data entry and report preparation.
- Familiarity with Australian Superannuation, Centrelink, and Investments is preferred.
- Excellent written and verbal communication skills are crucial for effective collaboration with clients and colleagues.
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