Technical Advice Specialist - Young NSW

This large, established, award-winning AMP Financial Planning practice is seeking a technical advice specialist to join their vibrant, high performing team of financial planners and support staff.

The role has been created as a technical go-to for the advisers seeking support in complex strategy queries. You will be assisting the practices in-house paraplanning team with strategy and their professional development. You will be the knowledge centre for industry compliance standards and develop internal compliance processes.

Your skills and experience:

  • Understanding of complex advice strategy (for example, SMSF, retirement, investment, risk, estate planning and tax minimisation)
  • Must hold a Diploma of Financial Planning or higher qualification
  • Strong attention to detail
  • Proven record of strong understanding of the financial planning industry
  • Financial planning and paraplanning experience is preferable

 

25/11/2019 $0 Tumut, Southern Highlands & Snowy 1 Banking & Financial Services
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