Financial Planning Analyst (Senior) – J-1751

  • Make phone calls to Australian-based superannuation or insurance product providers to obtain information on a client’s current investment balance, performance history, etc.
  • Enter client data into various different financial planning software (you will have exposure to at least 3 different financial planning software types).
  • Phone calls or Zoom meetings with Australian-based financial planners to discuss their recommendations and/or discuss the work that we currently have for them and what work might be coming up. You will work with approximately 30 Australian-based financial planners.
  • Phone calls, Zoom or Skype meetings or instant message conversations with the Australian-based general manager
  • Logging work received and replying to emails acknowledging that work has been received, providing an estimated cost and estimated due date.
  • Tracking of work received and work complete into Excel spreadsheets so that management can ensure workloads are not too heavy across the team and to also manage the onboarding of new clients.
  • Complete product comparisons to determine which financial products are of the highest quality/lowest price
  • Complete personal cashflow projections and/or complete projections to demonstrate whether a client is able to achieve their short or long term goals (for example: will they have enough money to live comfortably in retirement?)
  • The bulk of each day will be spent putting together a ‘Statement of Advice’ (SOA), which is a document that formally outlines a financial adviser’s recommendations to their client. The advice areas that can be addressed in an SOA include:
    • Superannuation (saving for retirement), including investments
    • Insurance (personal protection in the event of death, disability or illness)
    • Retirement planning (funding retirement)
    • Cashflow (making sure there is enough money to meet expenses)
    • Investments (including listed securities, managed funds, term deposits, etc)
    • Social security (government assistance for those that need it)
    • Estate planning (distribution of assets upon death)
    • Tax minimisation
  • Once you’ve been with us for some time and understand the advice process, you will commence peer reviewing other staff’s Statements of Advice to help alleviate pressure on the general manager