Diverse client base, Great supportive and fun work environment, Immediate start available.
About the Firm
Our firm is a successful Chartered Accounting, Advisory, and Financial Planning practice, located conveniently in Kent Town. As Count Financial Limited's top franchisee in South Australia we have a culture of excellence and outstanding client service.
About the Opportunity
We are looking for a motivated and eager-to-learn individual who is ready to take on the next challenge in their Financial Planning career. Reporting to our Financial Planning Support and Compliance Manager, this role supports our Senior Paraplanners and Advisers. We cultivate a fun but professional environment focused on team work and learning, so you will be supported as you take the next step.
Preparation of client advice documents including modelling of financial objectives using financial planning software
Work closely with clients and advisers as you discuss strategy objectives and structure.
Attend client meetings and make appropriate notes.
Preparation of cash flows and projections
Preparation of strategy documents
Assist in developing strategies
Preparation of risk insurance and annuity quotes
Extensive liaising with financial advisers, accountants, fund managers, solicitors, banks, Count, etc.
Provide accurate reliable research to advisers
Mentoring of other team members
Internal staff education
Completion of compliance documents and audit requirements
Reviewing of projections and implementation paperwork prepared by other team members
Key Characteristics & Skills
Professional qualifications or currently undertaking relevant studies