Associate Financial Planner
Opportunity to work alongside an experienced financial planner and to assist in the financial planning process.
Summary about this job
Financial Planning
Company: HNW Planning
Location: Sydney
Work type: Full Time
Salary: $90k package
Phone: +61-7-9466-9080
Fax: +61-8-6623-8429
E-mail: n\a
Site: n\a
Detail information about job Associate Financial Planner. Terms and conditions vacancy
Our corporate authorised representative, SMI Financial Solutions, are seeking a smart, energetic and trustworthy individual for an Associate Financial Adviser position.
This is an exciting opportunity for you to join an established and dynamic wealth creation company located in Parramatta.
SMI Financial Solutions delivers professional financial, property investment and financial planning services to clients from high net worth individuals to everyday Australians to help them achieve their personal and professional goals.
SMI Financial Solutions is a non-bank aligned financial services company, and offers a range of services and solutions to assist clients in achieving their goals and objectives without the need to be aligned with any one product manufacturer.
You will be working closely with a highly qualified Senior Financial Planner/ Mortgage Broker and a close-knit team, to follow up new client enquiries, and to assist the Financial Planner in providing service and advice to existing customers.
You will be involved in general administrative duties, to assist the Senior Financial Planner in managing their workload, client follow ups, and in the implementation of the advice to clients, whilst building your skills and capacities to provide personalised advice to your own clients.
You would be joining a company with excellent working conditions, with a dynamic culture and engaging team environment, and will be exposed to a great career growth opportunity, with opportunities to pursue a Partner Financial Planning career path for the right individual.
Duties and responsibilities will include:
- Submitting Statement of Advice requests for the Senior Financial Planner to our external para planning team for processing and the completion of application forms necessary for submissions.
- Completing and submitted a range of applications and forms to various product providers including the set up of SMSF with LRB arrangements and the ongoing management of SMSF.
- Liaising with clients during the fact find process through to SOA submission and implementation of financial strategy.
- Contacting clients to complete annual reviews, both via phone and face to face, and attending meetings including SOA presentations and fact finds where possible.
- Reviewing of client files to ensure that each file is of the highest compliance standard.
Must Have:
- Advanced Diploma Financial Planning essential, and relevant Degree would be highly regarded.
- 1-2 Years previous experience in Financial Planning either as a Financial Planner, Para Planner or in a Senior Administration role.
- Superannuation and insurance administration experience is essential, with SMSF advice being highly regarded but not essential.
- Ability to hit the ground running & work unsupervised and manage your own time well.
- Desire to provide personal advice to clients and work with them towards their goals.
- A proven ability in providing compliant advice to clients.
- Exceptional reporting & administrative skills.
In the first instance please contact Chris on 02 9890 7144 or [email protected].