Senior Financial Planning Analyst ( Australian Based Company; Atractive Benefits)

Job Objectives:
- To provide ongoing support to Australian based client, Capacity Connection, in the provision of advice documentation and ongoing service to its Australian clients who provide personal financial planning advice to everyday Australians
- Work with the adviser clients of Capacity Connection to prepare financial strategies to meet their own clients’ goals and objectives, taking into consideration the existing situation of the adviser’s client.
- Prepare required advice documents to assist Capacity Connection’s clients in meeting their ongoing service requirements to their own clients in a timely fashion.
- Play a proactive role in the development and construction of financial strategies, including complex areas
- Oversee the workflow of your pod to ensure that all timeframes are being met
- Proactively assist in the training and development of new staff, including being proactive in your own ongoing professional development and sharing articles and information with the broader team
- Maintain consistent clear and open channels of communication with General Manager and our adviser-clients
- Assist the Team Leader and General Manager with checking SOAs and ROAs.
Specific Responsibilities / Technical Skills
1/ Develop financial strategies to meet client’s objectives based on existing situation of clients
- Ensure all client data and information is correctly entered into our clients’ financial planning software.
- Research and develop a thorough understanding of the current financial situation of the client whose advice document you are preparing. This may include speaking on the phone with Australian superannuation, investment and insurance companies to gather data on a client’s existing products.
- Prepare comparisons between existing products and proposed products to allow our adviser clients to make educated decisions on how to proceed with advice preparation
- Work with our adviser-clients to prepare the financial strategy based on information provided and research completed, and make suggestions to improve client’s outcomes, where appropriate.
- Prepare all required advice documents and other requirements (i.e. research, comparisons, etc.) for advisers to present to their clients.
- Preparation of advanced Cashflow, Retirement, Superannuation and Investment projections for client strategies.
- Sit in on new client meetings and take responsibility for understanding personal preferences and communicating this to other members of your pod.
2/Administrative Tasks
- Ad-Hoc completion of basic administrative tasks
- Ensuring all documentation is saved in correct areas on each clients’ software and named appropriately
- Data entry to activity tracker to log your activity for each client
- Ensuring SharePoint and tracking sheets are continually kept up to date and proactive reminders to more junior staff to ensure this occurs
- Self-management of allocated tasks to ensure clients are receiving the highest level of service
- Work collaboratively with all Pod members and staff in all 3 locations
- The ability to research information required and prepare an articulate response for our adviser-clients
- You may be required to assist the Team Leader and General Manager with the provision of data and generating reports on team capacity and work completed on a weekly, monthly and quarterly basis.