• 
  Understanding concepts of financial planning.
• 
  Understanding various super, pension, investment and insurance related laws and terminologies.
• 
  Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
• 
  Preparation of cash, super, pension and investment projections.
• 
  Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
• 
  Collating client data and product information from providers.
• 
  Documenting of all reports and correspondence.
• 
  Preparing financial calculations and detailed cashflow projections for different scenarios.
• 
  Identify and obtain information necessary to complete financial plan.
• 
  Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
• 
  Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
• 
  Prepare investment strategy charts and investment applications.
• 
  Call Investment, insurance providers to obtain clients investment details.
• 
  Update and maintain all client data on a software.
• 
  Review and analyze statement of advice’s prepared by team members.

Primary Responsibility

• 
  Receiving the task from the Advisers
• 
  Capturing the task request into the Smartsheet
• 
  Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
• 
  Review of End Users details to determine missing information
• 
  Data Collection - Determining & collection of additional information (super & insurance research activity)
• 
  Contacting the adviser for clarification / additional information
• 
  Data entry
• 
  Report Generation & editing

Requirements

Minimum Requirements

• 
  Graduate/Post Graduate in finance or relevant degree
• 
  Understanding of the financial planning process.
• 
  Attention to detail.
• 
  Good report writing skills.
• 
  Strong command over English.
• 
  Ability to work independently and multi task

• 
  CFP an added advantage.
• 
  Any additional certifications from FPSB, NCFM etc preferred.
• 
  Leadership.
• 
  Sound communication skills.
• 
  Experience using MS-word and excel.
• 
  Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.
• 
  Self-motivated and able to take responsibility for own work.

Benefits