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Financial Planning Associate
3 days ago
**The Opportunity**
Our partner, a leading Australian financial company is looking for Financial Planning Associate Adviser (Paraplanning) to join their team.
As the Financial Planning Associate Adviser, you will work alongside a Senior Financial Advisor based in Australia who is responsible for financial advice strategies, knowledgeable in industry regulations, and is well-informed on products and services available in the market.
**Key Responsibilities**
- Coordinate the development of advice documents, including (but not limited to) Statements of Advice and Records of Advice, ensuring compliance with industry regulations regarding financial advice;
- Coordinate the implementation stage of the advice process.
- Liaise with third-party providers, on behalf of clients (E.g. Lawyers, Insurers, Fund Managers, Platform Providers, Investment Managers, Accountants, Mortgage Brokers and Other Advice Professionals)
- Outsource complex advice documents to external paraplanners, managing inquiries and turnaround times, and ensuring quality and compliance of documents prepared;
- Manage relationship with external paraplanners and administrators to ensure consistent delivery of services, within agreed timeframes and fee agreements;
- Manage relationships with clients to ensure a high level of services, with client queries handled within an appropriate time frame.
**Skills, Experience & Qualifications**
- Bachelor’s degree in business/finance discipline or related field;
- At least 2-3 years of working experience in Australian Financial Planning
- Financial planning, banking or insurance experience to assist with an understanding of delivering advice documents that suit client needs;
- Experience using Xplan or a similar financial planning software is nice to have.
- Excellent communication skills.
- Adapt well to changing priorities, deadlines, and directions
**ASW Offers**
- Great work-life balance.
- Competitive remuneration.
- Excellent medical benefits.
- Great Paid Leave entitlements.
- Company parties/events, future travel opportunities, and other exciting activities.
- Ongoing career opportunities.
LI-IJ1
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