On offer is a fantastic opportunity for you to join a highly successful team in a great company with a great culture.

Reporting to the Practice Manager, you will be responsible for completing the necessary research and financial modelling required to complete initial financial plans as well as undertaking the necessary technical calculations and checking procedures to ensure the technical accuracy of portfolios.

Duties:

• Under supervision, assembles the necessary information and documentation needed to compile portfolio reports and financial models

• Assists in the preparation of financial plan recommendations for clients, based on the strategy and client objectives outlined by the financial planner

• Prepares and coordinates regular portfolio reviews and transfers client funds where appropriate

• Assists in the completion of investment paperwork for financial planners

• Checks all information and undertakes relevant calculations using relevant software packages

• Ensures financial advice reports are prepared in the appropriate format, including any flow charts, graphics and supporting material

• Assists with client services queries and in seminar preparation

Qualifications required:

• Tertiary qualifications in commerce and/or Diploma in Financial Services (Financial Planning) preferred

• RG 146 compliant or willing to undertake studies on appointment

Experience required :

• Experience in working with financial planning software packages

• Experience in researching and preparing financial advice reports and providing recommendations

Attributes required:

• Influences Others: Carefully considers how to appeal to others' interests and anticipates others' reactions. This is with the desire to win support and achieve results for clients and the organisation.

• Thinks Ahead: Organises and analyses the different parts of an issue and works through them in a systematic way. Considers pros and cons and works through implications and consequences.

• Bias for Action: Identifies and makes plans to achieve short term goals. Creates opportunities or minimises problems for the short term.

For more information you can call Aiveen Finch in our Perth office on (08) 9288 8417 quoting Job Ref 42333 or alternatively, apply online below.