Opportunity 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. Identify and obtain information necessary to complete 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 ana...