Purpose
This role is responsible for providing specialist support across the technical and numerical requirements of a Strategic Financial Planning team. This can relate to SMSF, Tax planning across different structures and the preparation of complex High Net Worth related Statements of Advice.
Accountabilities
- Have a clearly defined business plan which is aligned to advice team's objectives and targets
- Service existing client relationships and maintain a consistent client experience
- Preparation of Records of Advice and Complex Statements of Advice
- Prepare client review documents related to investment strategy and portfolio re-weighting
- Update model portfolios based on research house views
- Attend Strategic Technical update sessions (facilitated by CXPD)
- Demonstrate extensive understanding of and can communicate financial market updates, investment ideas, asset allocation and portfolio construction
- Complete comprehensive client profiling and ongoing monitoring of change to circumstances within required timeframes
- Provide investment advice or strategic financial planning advice which is aligned to client objectives and risk appetite
- Maintaining client files
- Operating ethically in line with all policies and procedures. Ensuring compliance with legislation and regulators, including ongoing compliance training and regularly completing Continuing Professional Development (CPD) requirements.
- Work with advice team to prepare and pitch to potential clients
- Work with advice team/s to execute and deliver business-wide initiatives and opportunities to achieve desired outcomes
- Lead change to enable timely team adoption and ongoing engagement
Competencies
- You can demonstrate a high-level knowledge of SMSF rules and legislation
- Understanding and strong interest in financial markets
- Extensive working knowledge and understanding of the financial services industry and regulatory environment
- Highly developed numerical and analytical skills - attention to detail
- Excellent written and verbal communication skills
- Strong presentation and networking skills
- Ability to manage and meet expectations and timeframes
- Good Microsoft excel and power point skills
- Strong interpersonal and rapport building skills
