Junior Australian Financial Planning Assistant
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- Summarize client details, set files, and add data to the financial planning software
- Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.
- Preparing application forms, reports, and mindmap presentations.
- Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.
- Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings
- Schedule meetings, and appointments and manage travel itineraries.
- Develop and sustain a level of professionalism among staff and clientele
- Uphold a strict level of confidentiality
- Other tasks as assigned by the client or team leader
- Implementation of Advice
- Gathering, organising, confirming, and preserving all required client work documents and data
- Prepare application forms and follow up on their progress directly with product providers.
- Utilise the CRM to manage, examine, and update client data.
- Create and evaluate policy schedules and investment reports.
- Assist the advisor with creating recommendations.
- Coordinate with different entities to complete research to back financial planning recommendation
- North platform Retirement TTR Application – some BT
- putting together applications
- North Super application
- Retirement advice
- AMP Suite Insurance
- One path, AIA, TAL,
- Lodgment and implementation
- Ideally have experienced in working with North products and must have experience in Implementation. RG146 Certification is a plus but not a requirement. About the Recruiting Process:
- Must have at least 1 year experience in AU Financial Planning support
- Must be ok with using TimeDoctor (non negotiable)
- Willing to take a series of assessments
- we make sure you possess the basic skills we need for the role
- Character reference will be required
- Candidate must have an internet connection of at least 50Mbps Perks:
- Salary starts at 50,000-60,000 but can go higher depending on your experience
- Government mandated benifits, HMO, Paid time off, Paid Christmas Break, PH holiday premium.
- Dayshift, fixed weekend off.
- Permanent Work from Home
- Equipment will be provided
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