Description

This is an excellent opportunity for an individual seeking to commence or further develop a career in financial planning, with exposure to superannuation, investments and insurance.

As a small, client-focused business with a diverse client base, we offer the opportunity to be involved in all aspects of the financial planning advice process.

About the role

We are seeking a motivated and client-focused individual who is passionate about supporting clients to achieve their financial goals.

You will work closely with the Financial Planners to assist in delivering quality financial advice and solutions to clients.

The role involves contributing to the development of strategies, policies and advice documents presented to clients.

Provide timely, professional, accurate and appropriate review, advice and research support to the Financial Planners.

Manage competing priorities and maintain agreed turnaround times.

Demonstrate a willingness to learn and develop knowledge across superannuation and investment advice.

Assist with comparing insurance products, investments, performance and projections.

Develop and apply an understanding of Statement of Advice structures, document templates and the technical information required to meet regulatory standards.

Generate appropriate research, comparisons, analysis and projections using Xplan financial planning software.

This is a full-time position, with flexibility considered for the right candidate.

You will be involved in all aspects of the advice process.

You will work as part of a small, client-focused team.

Ideally, you will have:

* An understanding of superannuation investment strategies and options, including the ability to compare investment performance, products and fee structures.

* Experience in the financial planning industry would be highly regarded.

* Demonstrated compliance awareness and attention to detail.

* Knowledge of Xplan software, including the ability to collate and maintain technical information relating to strategies and projections, would be an advantage.