Description

Overview of the Role This role involves preparing of financial plans and reports for financial advisors by including the strategic advice provided. The role also involves identifying any strategy and product information and issues. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. Minimum Requirements Graduate/Post Graduate in finance or relevant degree. Minimum 1-year experience in financial planning/Investment/Insurance. Understanding of the financial planning process. Attention to detail. Good report writing skills. Strong command of English. Ability to work independently and multi-task. Knowledge & Skills CFP is an added advantage. Any additional certifications from FPSB, NCFM, etc are preferred. Leadership. Sound communication skills. Experience using MS-word and excel. Strong technical knowledge including insurance, mutual funds, trusts, taxation, etc. Self-motivated and able to take responsibility for own work.

Role and Responsibilities

• Understanding concepts of financial planning. Understanding various super, pension, investment, and insurance-related laws and terminologies. Preparation of high-quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation of cash, super, pension, and investment projections. Prepare various Super, insurance, pension, and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cash flow projections for different scenarios. Identify and obtain information necessary to complete a financial plan. Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax, etc. Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis. Prepare investment strategy charts and investment applications. Call Investment, and insurance providers to obtain clients' investment details. Update and maintain all client data on software. Review and analyze the statements of advice prepared by team members. Primary Responsibility Receiving the task from the Advisers Capturing the task request into the Smartsheet Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice) Review of End Users details to determine missing information Data Collection - Determining & collection of additional information (super & insurance research activity) Contacting the adviser for clarification / additional information Data entry Report Generation & editing