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Financial Planning Specialist

2 months ago

Melbourne, Victoria, Australia State Government of Victoria, Australia Full time
About the Role

We are seeking a skilled Financial Planning Specialist to join our experienced Financial Planning team. As a key member of our team, you will provide technical and financial para planning services for clients with low to medium complexity portfolios.

Key Responsibilities
  • Analyse client information to provide clear financial planning strategy direction
  • Prepare financial plans and investment performance review documents
  • Liaise with key internal stakeholders
  • Adhere to ASIC and FPA compliance guidelines and requirements
  • Satisfy internal and external audit standards
Requirements
  • Diploma of Financial Planning or equivalent and satisfy the RG 146 requirements
  • Strong experience in financial planning support
  • Ability to prepare clear and structured reports and recommendations
  • Intermediate computer literacy including competent use of Microsoft Office
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A chance to make a real difference in the lives of our clients