Financial Advisor For Australia
1 day ago
DO NOT APPLY FOR THIS JOB:
a) IF YOU CAN NOT SIGN 2-YEAR CONTRACT
b) IF YOU CAN NOT SUBMIT YOUR ACADEMIC ORIGINAL CERTIFICATES
Job description:
Join the team of an Australian-based company providing office management services for small to medium-sized businesses.
Our CLIENT is a Financial planning company based in Australia. He is initially looking for an adviser's assistant to assist with daily administration tasks, with a view to moving into a paraplanner and/or financial adviser role in the future. Full training will be provided.
Roles and Responsibilities:
- Financial Planning: Assist in developing and maintaining financial models, forecasts, and budgets.
- Work closely with Support Staff and Paraplanners to generate compliant Advice.
- Perform Ad-Hoc financial analysis and projects as required by senior management.
- Onboarding new clients onto CRM
- Prepare calculations for the advisor.
- Book client meetings
- Calling existing superfunds and insurance companies to complete a questionnaire
- Document Saving
- Data Entry
- Email issuance to 3rd Party providers for client disclosure purposes (i.e. Super & Insurance providers)
- Superannuation Review via individual providers
- Superannuation Comparison within CRM
- Insurance Quote Comparison
- Meeting (Record of Advice) Preparation
- Pre-Meeting Request and Post-Meeting Summary emails
Qualification:
- Bachelor's degree in finance, Accounting, Economics, or a related field (Master's degree or MBA is a plus).
- 1 year's experience working in the industry within financial planning/advice
- Strong analytical skills with the ability to interpret complex financial data.
- Proficiency in financial modelling, forecasting techniques,
- Must be proficient in Word, Excel/Google Sheets.
- High level of English comprehension and conversational skills
- Excellent communication and presentation skills to effectively convey financial information to non-financial stakeholders.
- Attention to detail and a proactive approach to problem-solving.
- Previous experience in the Australian financial planning sector would be advantageous.
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