Address
Form of work
Salary- Salary Range: $80,000 - $110,000 (Based on experience)
- Hybrid
As an Australian Financial Adviser (SMSF Support Specialist), you'll play a crucial role in supporting our team of licensed advisers and helping clients establish and manage their SMSFs. You'll gain valuable experience in the financial services industry while learning the intricacies of SMSFs through comprehensive training and mentorship. This exciting opportunity demands a strong work ethic, a keen interest in finance, and a commitment to providing exceptional client service
Responsibilities
- Assist licensed advisers in preparing client onboarding documents and conducting financial needs analyses.
- Gather and process client information and data related to their SMSFs.
- Prepare and maintain accurate and up-to-date client records in accordance with regulatory requirements.
- Assist with research and analysis of investment options and market trends.
- Communicate effectively with clients, responding to inquiries and addressing their concerns within established protocols.
- Liaise with external service providers and regulators on behalf of the team.
- Proactively identify opportunities to improve internal processes and workflows.
- Continuously learn and expand your knowledge of SMSFs and financial services through training and self-directed study.
- Has a strong interest in finance and the financial services industry.
- Possesses excellent organizational and time management skills.
- Demonstrates strong communication and interpersonal skills, both written and verbal.
- Is a team player with a collaborative and helpful attitude.
- Is a fast learner with a willingness to take initiative and ask questions.
- Has a keen eye for detail and is highly organized.
- Enjoys working in a fast-paced and dynamic environment.
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