Financial Planning Associate (Ref: GM)

Associate Adviser – Wealth Management

Reporting to: Adviser/Director

Main Duties:

• Attend all client meetings including Review Meeting, Initial Meetings and Advice Presentation meetings.
• Facilitate workflow meetings driving priorities with the support team – IC & Offshore – Maintain an understanding of operational processes for other members in the team.
• Preparation of detailed File Notes to record an accurate picture of client meetings and engagements. Provide instructions to support team on outcomes required and oversee executon.
• Facilitate timely advice preparation via insourced offshore team.
• Review and Finalise advice documents before they are sent to clients.
• Research and develop financial strategies across Super, Risk, Investment, Debt, SMSF, Income Support, Estate Planning, Cashflow for all clients.
• Oversee Implementation of Advice in conjunction with recommendations.
• Oversee Review Schedule bookings and adviser calendar management.
• Assist Advisers in addressing and solving client queries, including strategy queries.
• Support the adviser in onboarding new clients, building the relationship and providing exceptional client service.
• Manage and develop on-going relationships with allocated client’s – be the first point of contact for all queries.
• Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service.
• Contribute to the development of new tools and processes to increase efficiency.

Desired Skills / Experience:

• Degree qualified (preferable). 
• Advanced Diploma in Financial Services (preferable). 
• At least five (5) years in a similar role. 
• High level understanding of client needs, investment strategies and risk profiles. 
• Understanding of Compliance Frameworks and Requirements of Advice Documents. 
• Outstanding customer service and client management skills. 
• Strong organisational and facilitation skills. 
• Excellent verbal and written communication skills. 
• Strong Administration & IT skills, Xplan is advantageous.