Responsibilities
1. Financial advice review: Review various advice documents covering a range of investment strategies against Best Interest Duty and other related obligations.
2. Clientmunication: Provide feedback and respond to queries as required.
3. Policy interpretation: Interpret policy and regulatory requirements and correctly apply it to a particular case.
4. Technical expertise: Demonstrate proficiency in financial planning terminology and concepts.
5. Documentation and reporting:plete required documentation and checklists and update relevant systems in a timely and accurate manner.
Requirements
6. Postgraduate degree or currently studying Masters of Financial Planning and/or Graduate Certificate in Financial Planning or Bachelor of Accounting with a major in financial planning and taxation.
7. Demonstrated understanding of financial planning strategies (including investments and securities) policies andpliance requirements.
8. Excellentmunication skills.
9. Strong attention to detail.
10. Previous experience in financial planning, or related roles in wealth management would be highly regarded.
Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Required Skills
Optional Skills
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship?
No
No
Job Posting End Date
May 8, 2024 Job ID 523863WD