Financial Planning Specialist
3 weeks ago
At MERJE, we are seeking a skilled Financial Planning Specialist to join our team on a permanent basis. As a key member of our team, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
This role is ideal for an individual who enjoys working in a fast-paced environment and has strong analytical skills. You will be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
The successful candidate will have:
- A keen eye for detail and analytical skills
- Excellent communication and interpersonal skills
- Able to work effectively in a team environment
Responsibilities:
We are looking for someone who can:
- Receiving instructions during debriefings from advisers following client meetings
- Interpreting data obtained by advisers during client meetings
- Analysing data and using research tools to provide solutions to meet client needs and objectives
- Providing records to support research undertaken
- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document
- Carrying out all tasks in a manner consistent with compliance procedures
- Preparation of existing client files ready for reviews
- Ensuring all client files are compliant on an ongoing basis
Salary: $60,000 - $80,000 per annum
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