Junior Financial Planner

Summary about this job

Detail information about job Junior Financial Planner. Terms and conditions vacancy

Robertson Scannell is one of the fastest growing Accounting and Financial Planning firms in the Toowoomba region and we pride ourselves on providing a unique, supportive and enjoyable work environment for our team. We're not your average firm. We have a great work culture, an active social club and we value the people who work as part of our team. 

We're a firm that values approachability and open communication between all areas of our business, from Partners and accountants to our team of support staff. We have a strong focus on training and development and a work culture that encourages and caters for work-life balance.

This role's primary responsibility is to support and assist our Financial Planners with the management of our clients’ investment portfolios and the preparation of advice.


Key responsibilities:

• Preparation and actioning of documentation related to advice
• Communicating and building strong relationships with internal and external stakeholders
• Service existing clients within Robertson Scannell’s service standards based on their ongoing agreement
• Research, develop and discuss strategy and structure with advisers
• Manage and review client portfolios across the business
• Conduct strategy research for clients 
• Working directly with and being mentored by Financial Planners with a variety of daily duties and tasks i.e. attending client meetings, constructing investment reports etc.
• Help develop strategies for clients that meet both the client needs and goals 
• When required implementation of advice strategies on platforms
• Continuously building your technical and product knowledge
• Ensure appropriate and timely follow-up with clients 
• Consistently following compliance and regulatory requirements

About You
Working in professional team that is client focussed and celebrates success is appealing to you.  You are passionate about delivering excellent customer service, and enjoy working in a team environment. You’re looking for the opportunity to develop your planning and advice skills.  You have exceptional organisational skills, a keen eye for detail and you possess the following: 

• Knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance
• Bachelors Degree qualification preferably in a business related field (or working towards)
• Diploma in Financial Planning (RG146) (or working towards)
• The ability to build and maintain relationships with strong written and concise communication skills
• Excellent time management skills and ability to adhere to the company's benchmark level of advice and service
• Able to work under pressure and meet timelines.
• Solid understanding of compliance

Supporting our Financial Planners in this role will allow you to grow and develop on your skillset within the financial planning industry. This is a great transitional role to becoming a Financial Planner.

This is a full time role, however flexibility will be considered for the right candidate – for example if you are currently studying towards a relevant qualification. Salary commensurate with experience. 

If you would like to become part of a fun, high-achieving team, and fit the above criteria, we invite you to apply now.