Key Role
We are seeking a skilled Financial Planning Advisor to join our team. As a key member, you will work closely with experienced advisers and clients across Canberra and Melbourne. Your primary focus will be on preparing comprehensive Statements of Advice, discussing financial strategies, conducting detailed financial analysis, researching superannuation products, and ensuring compliance procedures are maintained.
Responsibilities
* Analysis and Strategy
o Prepare thorough Statements of Advice based on adviser briefs, file notes, and client data.
o Discuss and finalise financial strategies with Financial Advisers and prepare draft advice documentation.
* Research and Compliance
o Conduct in-depth financial analysis and modelling including cash flow, tax, superannuation, and estate planning considerations.
o Analyse and research superannuation products and financial structures to support recommendations.
o Maintain strict compliance procedures to ensure all documentation meets regulatory standards.
Requirements
To succeed in this role, you should possess:
* A Bachelor's degree in Finance, Commerce, Business, or related field (or Diploma of Financial Planning).
* RG146 compliance.
* Excellent attention to detail.
* Strong analytical abilities.
* The ability to interpret complex financial planning concepts.