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Retirement Planning Strategist

7 days ago

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Savant Private is seeking an experienced Retirement Planning Strategist to lead the development of our Retirement Planning offering. Your role will involve providing comprehensive retirement strategies for our long-term clients who are planning for or entering into the retirement phase. You will work closely with our paraplanners, accountants, and investment team to implement strategies.

You will be a specialist in transition to retirement (TTR) and account-based pensions, the aged pension, and managed discretionary accounts. We are in an expansion phase, so there is potential to make your mark and have a direct influence on the future growth and design of the advice department.

Responsibilities:
  1. Provide expert advice to existing client base as required
  2. Collaborate with cross-functional teams to implement effective strategies
  3. Work closely with CEO on growth of advice business
  4. Maintain compliance with industry rules and regulations
  5. Ensure compliant files and company processes are maintained
Experience in:
  1. 2+ years experience in Retirement Advice
  2. Specialist knowledge in TTR and account-based pensions
  3. Centrelink and the aged pension
  4. Managed Discretionary Accounts
  5. Experience with XPlan
  6. Familiarity with platforms such as Hub24, IOOF Expand, and AMP MyNorth
  7. Strong CRM skills such as Salesforce