Prepare the following documentation to support the provision of financial advice
Financial modelling of a client’s financial situation and of prescribed financial strategies requested by their financial adviser.
Liaise with product providers to find out all detailed information about a client’s financial position.
Coin replacement product analysis, including superannuation, insurance and platforms
Draft and finalise Statements of Advice, Records of Advice, Client Review documents
Complete insurance quotes
Maintain templates in Coin and client correspondence templates.
New product application forms and investment transfers.
Upload and administer client personal and investment data on Coin and other software systems used by the Business.
Reconcile client investment holdings.
Request client and product information from third parties.
Undertake various administrative tasks as directed, including completing forms and other documents.
Must possess at least a Bachelor’s degree in Finance, Financial Planning or Accountancy
Must be RG146 compliant
Sound knowledge of Coin and experience in inputting client portfolios and using financial modelling and product comparison tools.
Well adept on Microsoft Office (eg. Word, Excel and Outlook)
Must be keen to details
Above average written and verbal communication skills
Knowledge in XPLAN required ![]()
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