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About the Role
Job Description
Shift: 7 .30 am to 4.30pm
Role Dimensions
- 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 cashflow projections for different scenarios.
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