Financial Planning Specialist
A renowned financial services entity based in New South Wales seeks a skilled professional to prepare high-quality Statement of Advice (SOA) documents.
* Develop accurate and complete Statement of Advice (SOA) documents.
* Support financial experts with financial planning tasks.
* Collaborate effectively as part of a cohesive team.
This is a full-time or part-time opportunity that offers a collaborative work environment.
We are seeking a candidate with:
* A minimum of 3 years of experience in financial planning.
* Strong technical skills and proficiency in financial planning software, especially XPlan.
The ideal candidate will possess excellent communication and organizational skills, be able to work independently, and have a strong attention to detail.
Key Responsibilities:
* Preparation of Financial Plans: Develop comprehensive financial plans that cater to clients' needs.
* Client Communication: Effectively communicate with clients to understand their financial goals and objectives.
* Team Collaboration: Collaborate with the team to achieve business objectives.
Requirements:
* Experience: A minimum of 3 years of experience in financial planning.
* Technical Skills: Strong technical skills and proficiency in financial planning software, especially XPlan.
What We Offer:
* Collaborative Work Environment: A dynamic and supportive work environment.
* Professional Development: Opportunities for professional growth and development.