Requirements:

• A relevant tertiary qualification, such as BCom Financial Planning, Accounting, Law, General or a similar qualification
• Alternatively, relevant industry experience will be considered
• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Proficiency in Microsoft Office
• Adaptable and comfortable learning and using new technologies
• Comfortable using AI tools in a professional environment
• Ability to perform financial calculations accurately
• Ability to conduct thorough market research
• Strong report-writing and written communication skills
• Interest in and ability to support the preparation of financial advice
• Willingness to learn all aspects of independent financial advice and practice management
• Strong technical knowledge and ability to interpret complex financial information
• Ability to manage client files independently
• Ability to work closely and effectively with financial advisers
• Proactive approach with the ability to work in a fast-paced environment
• High standards of accuracy, professionalism and confidentiality

Responsibilities:

• Providing advice support across risk, estate, investment and retirement planning
• Supporting the financial planning process using the six steps of financial planning
• Assisting advisers with the preparation of financial advice
• Conducting financial calculations and analysis
• Conducting market research and gathering relevant financial information
• Preparing accurate and professional client reports and documentation
• Reviewing and interpreting complex financial data
• Assisting with the preparation of client files and ensuring all information is accurate and up to date
• Managing client files independently where required
• Working closely with financial advisers to support the advice process
• Assisting with the preparation of compliant advice documentation
• Using Microsoft Office and relevant technology to complete daily responsibilities
• Using AI tools where appropriate to improve administration, research and document preparation
• Keeping up to date with relevant industry developments and financial planning practices
• Providing general support across independent financial advice and practice management