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Form of work
SalaryDescription:
Are you passionate about helping individuals secure their financial future? We are seeking a dedicated Superannuation/Insurance Onboarding Specialist to join our dynamic team. If you're ready to make a meaningful impact and thrive in a collaborative environment, we want to hear from you!
Responsibilities:
- Onboard new clients through leads and referral partners
- Play a pivotal role in delivering comprehensive financial plans for super and insurance needs.
- Maintain client records through the provision of timely and concise file notes.
- Maintain high compliance and professional development standards to ensure all legislative requirements are met.
- Reviewing the relevant SOA or ROA advice document to ensure it is of high quality and is compliant.
- Perform financial analysis and modelling to evaluate clients' financial goals, risk tolerance, and investment strategies.
Requirements:
- At least 3 years’ experience in a Financial Adviser related role is required.
- Passed the FASEA exam.
- Strong knowledge of financial products, investment vehicles, and financial planning principles.
- Excellent attention to detail and organisational skills.
- Exceptional written and verbal communication abilities.
- Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment.
- Must have super/insurance onboarding experience
- Outgoing, team orientated and eager to learn.
