Our Client, a boutique Accounting firm with financial planning capacity, is seeking an experienced Financial Planning Assistant to join their growing team based in North Wollongong.Ideally we are looking for someone who wants 2-3 days per week in office.About The RoleDuties will include:
Assisting Financial Planners with client meetings and callsAnalysing financial data and investment portfoliosPreparing financial reports, presentations, and other documentsMonitoring and managing client accounts, investment portfolios, and financial plansResearching and analysing current market trends to make informed decisionsDeveloping and maintaining relationships with clients, advisors, and other financial professionalsAssisting with the preparation of tax documents and filing formsProviding other administrative supportGenerating client correspondence, such as emails, letters, and newslettersEnsuring compliance with financial regulations, laws, and standards.About YouYou'll have experience supporting a small team of Financial Planners to support their clients.Other Attributes And Qualities We're Looking For Include:Excellent attention to detailIntimate knowledge of financial planning compliance requirementsOutstanding personal organisational skills and time managementHigh-level customer service.You may also have completed a Cert IV or Diploma in Financial Planning.
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