Description

Research into the preparation of Statements of Advice, prepare draft SOA for the adviser to complete, prepare review documents in preparation to the clients review meeting and other general duties relating to financial planning.This position is ideal for someone wanting to achieve the role to be a financial adviser, but lacks the necessary experience to gain an entry position.You may have completed your studying for your Dip of Financial Services (Financial Planning) and/or the completion/studying for your approved qualification bachelor degree (AQF7).This role center's around our compliance obligations to ensure every client completes their reviews in a timely fashion.