Senior Financial Planner Assistant (Australian Client) -URGENT HIRING

We are looking for a detail-oriented and highly skilled Senior Financial Planning Associate to support Australian financial planners in delivering comprehensive financial solutions. This role requires expertise in financial planning processes, investment management, superannuation, compliance, and CRM systems. The ideal candidate will play a crucial role in data analysis, compliance, client communication, and administrative support to ensure seamless financial advisory services. Overall, your role is crucial in facilitating smooth operations within the financial planning team and providing excellent service to clients.

Key Responsibilities:

1. Client Communication & Consultation
- Interact with clients to gather financial data and assist in setting financial goals.
- Schedule client meetings and provide general support to financial planners.
- Assist in preparing Statement of Advice (SOA) and financial reports for clients.

2. Financial Data Analysis & Research
- Analyze client financial data and create reports, charts, and models for planning decisions.
- Conduct research on investment products, superannuation, insurance, and tax strategies to support advisors.
- Assist in structuring financial plans aligned with clients' needs.

3. Compliance & Documentation
- Ensure compliance with ASIC, AFSL, and other Australian financial regulations.
- Assist in the preparation and organization of regulatory compliance forms, investment proposals, and financial plans.
- Manage digital documentation and agreements using DocuSign.

4. Financial Planning Software & CRM Management
- Utilize XPLAN, AdviserLogic, Salesforce, and financial modeling tools for client records and financial projections.
- Maintain and update client data in Creatio CRM to streamline financial planning workflows.
- Support financial planners in optimizing CRM usage for client management.

5. Investment & Wealth Management Support
- Provide insights on investment strategies, tax planning, and superannuation management.
- Assist in managing Self-Managed Super Funds (SMSF) and other wealth-building strategies.
- Monitor and update clients on their investment performance and market trends.

6. Administrative & Process Support
- Handle administrative tasks such as client record maintenance, meeting scheduling, and correspondence.
- Coordinate with accountants, tax advisors, and legal teams for a holistic financial planning approach.
- Identify workflow improvements and contribute to process automation initiatives.
- Required for creating financial projections and client reports.

7. Continuous Learning & Professional Growth
- Stay updated on Australian financial regulations, taxation laws, and market trends.
- Participate in training programs and professional development activities

Qualifications:

1. Minimum 3+ years of experience in Australian financial planning or a related field.
2. Strong understanding of superannuation, SMSF, investment strategies, and financial compliance.
3. Proficiency in XPLAN, AdviserLogic, Salesforce, and financial modeling tools.
4. Experience with Statement of Advice (SOA), compliance policies, and financial planning documentation.
5. Analytical mindset with strong problem-solving skills.
6. Excellent communication and organizational skills to support financial planners and clients.
7. Experience handling complex financial planning tasks and client portfolios.

How to apply:
• Send your share link of your cv/resume and portfolio (if any).
• Create a loom video with 2-5 minutes that will cover the following:
o A brief introduction about yourself.
o An overview of your professional background and experience relevant to the Financial Planner Assistant role.
o Your motivation for applying.
o Any additional information you believe would support your application.
Process your DISC profile using the link below and send the result as a share link.
Upgrade to see actual info/free-disc-test/