Associate adviserSMSF Paraplanners Inc.

Job Qualifications:
A College Graduate and preferably with experience in research and in creating legally compliant financial documents
Preferably with working experience in a related field
Passionate and positive
Refined communication and coaching skills
Ability to build relationships quickly
Confident and approachable manner
ABSOLUTE Attention to details
Extremely organised
Ability to work independently and meet target submission/due dates
Excellent Time Management Skills
Intermediate to Proficient Skill Level in: MS Outlook, Excel, Word and PowerPoint
Key Responsibilities & Duties:
Be the bridging solution between the Financial Adviser in Australia and Cebu Paraplanners / Client Service Officers (CSOs)
Support the Financial Adviser by facilitating the needed related research for needed information and providing the required legally compliant paperwork for their corresponding individual clients
Develop a strong relationship with the Financial Adviser.
Work with your assigned client as a professional representative of SMSF Paraplanners
Be recognized as the gate-keeper between the Financial Adviser and Paraplanners / CSOs
Build solid relationships with each Financial Adviser to gain their trust in your abilities while continually suggesting ways to further assist and help them through new services, better tools, more efficient ways, etc.
Provide industry best practice, bespoke financial planning strategies for each client leaving them in an overall better position
Provide coaching and support to the Financial Adviser for compliance related requirements
Allow the Adviser to increase the amount of client facing time
Create tools and templates to assist with the role
Conduct and collate research to support all recommendations
Work with CSOs to ensure highest and best use of each team member's time
Provide guidance and leadership to the Paraplanners and CSOs to help them complete their tasks
Communicate clearly and effectively with your Clients and support teams (Paraplanner, CSOs, etc.)
Complete all documentation requirements (Fact find, Alternate strategy working papers, product comparisons, Paraplanning request forms) to ensure a compliant client file
Perform accurate financial modelling & compare different financial planning modelling scenarios utilising the designated software
Provide consistent, strategic direction for each client across the Practice.
Ensuring all advice is provided in line with Compliance obligations and legislative requirements
Technical & Compliance
Keep up to date with current legislation, technical knowledge and appropriate strategies - by completing at least 40 CPD points on an annual basis
Complete all required Cyber Security training as required
General
Follow and complete required Workflow management systems and completion of tasks within specified time frames
Be proactive within the organisation and look for opportunities to increase efficiency across the business through the Game of Inches recommended improvement process
Challenge yourself!
Other Adhoc tasks:
From time to time we may also ask you to assist with other tasks which may include:
Assisting the management team with other assigned tasks or projects
What we expect from you:
To come to work Monday - Friday
To want to learn more everyday
To take pride in your work
To be the best version of yourself you can be
To grow in yourself, to grow in the company
To believe and contribute to our values - Teamwork, Integrity, Excellence and Spirited (T. I. E. S.)
Lead by example in all aspects of our Company Values - T. I. E. S.
To have fun!
What you can expect from us:
Support to grow; support to be challenged and support to learn
Whilst we all work hard we also have a lot of fun along the way
Be offered a competitive salary
 
For more information about our company, visit our website: http://smsfparaplanners.com.au

2 to 4 Years Experience