Junior Financial Planning Analyst (Australian Based Company)

The role is to develop financial strategies to meet client’s objectives based on existing situation of clients

- Ensure all client data and information is correctly entered into our clients’ financial planning software.
- Research and develop a thorough understanding of the current financial situation of the client whose advice document you are preparing. This may include speaking on the phone with Australian superannuation, investment and insurance companies to gather data on a client’s existing products.
- Prepare comparisons between existing products and proposed products to allow our adviser clients to make educated decisions on how to proceed with advice preparation.
- Work with our adviser-clients to prepare the financial strategy based on information provided and research completed. Once you are familiar with Australian financial planning rules, laws and regulations, you may make suggestions to improve client’s outcomes, where appropriate
- Prepare all required advice documents and other requirements (i.e.research, comparisons, etc.) for advisers to present to their clients.
- Preparation of basic Cashflow, Retirement, Superannuation and Investment projections for client strategies
- Ad-Hoc completion of basic administrative tasks

- Degree qualified in Financial related areas, i.e. Business, Commerce, Finance, Accounting
- Fluent communication in English (written and oral)
- Proficiency in the Microsoft Office applications and if possible, a working knowledge of XPLAN or at least experience in financial planning software is preferable
- Foreign education and work experience preferred
- Willingness to learn all areas of Financial Planning processes including Superannuation, Investments, Gearing, Retirement income, tax minimisation strategies and personal insurance.

- 13th and 14th month bonus
- PVI healthcare insurance
- 30 days full paid leave per year

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