Junior Financial Planner ( Australian Based Company; Attractive Benefits)

EXCELLENT OPPORTUNITY IN FINANCIAL SERVICES INDUSTRY:
Diverse range of responsibilities, including but not limited to supporting a newly-formed team to service Sydney based client, new client take on, process improvement and other opportunities.
ROLE PURPOSES:
• To provide ongoing support to Australian based Client in the provision of advice documentation and ongoing service to its clients.
• Work with the adviser clients of The Company to prepare financial strategies to meet their own clients’ goals and objectives, taking into consideration the existing situation of the adviser’s client.
• Prepare required advice documents to assist The Company’s clients in meeting their ongoing service requirements to their own clients in a timely fashion.
RESPONSIBILITIES / TECHNICAL SKILLS:
Develop financial strategies to meet client’s objectives based on existing situation of clients
• Ensure all client data and information is correctly entered into our clients’ financial planning software.
• Research and develop a thorough understanding of the current financial situation of the client whose advice document you are preparing.
• Prepare comparisons between existing products and proposed products to allow our adviser clients to make educated decisions on how to proceed with advice preparation
• Work with our adviser-clients to prepare the financial strategy based on information provided and research completed, and make suggestions to improve client’s outcomes, where appropriate.
• Prepare all required advice documents and other requirements (i.e. research, comparisons, etc.) for advisers to present to their clients.
Administrative Tasks
• Ad-Hoc completion of basic administrative tasks
• Ensuring all documentation is saved in correct areas on each clients’ software and named appropriately
• Data entry to activity tracker to log your activity for each client
• Ensuring SharePoint and tracking sheets are continually kept up to date
• Self-management of allocated tasks to ensure clients are receiving the highest level of service
• Work collaboratively with all Pod members and staff in all 3 locations
• The ability to research information required and prepare an articulate response for our adviser-clients

- 13th and 14th month salary - 20 days annual leave ＋ 10 days sick leave per year; Personal Insurance Package. - Team building activities, company trips oversea.