• Supporting the Senior Financial Planner (SFP) in the daily management of ongoing customer accounts• Client follow up and maintenance• Reviewing and assessing customer’s financial positions to inform the SFP• Meeting all auditing and compliance requirements• Drafting statements of advice for financial planners

• Assisting clients in achieving their financial goals in the best way possible by providing tailored financial advice• Coaching, training and strategy sessions with newly hired financial planner• Working with clients to uncover their needs and goals, and putting together a plan to achieve these• Product research and detailed analysis to produce strategy documents and financial plans• Facilitating training and development of referral partners, both in the branch network and… Show more • Assisting clients in achieving their financial goals in the best way possible by providing tailored financial advice• Coaching, training and strategy sessions with newly hired financial planner• Working with clients to uncover their needs and goals, and putting together a plan to achieve these• Product research and detailed analysis to produce strategy documents and financial plans• Facilitating training and development of referral partners, both in the branch network and externally• Build relationships with external product providers, namely the Superannuation, Investments and Insurance space• Senior Financial Planner role allowed me to provide more complex advice as additional accreditations were held Show less

• Supporting the Senior Financial Planner (SFP) in the daily management of ongoing customer accounts• Handling phone, email and face to face enquiries from key stakeholders• Liaising with CBA branch staff, Colonial First State and CommInsure• Providing excellence in customer service• Drafting documents and mail• Vetting and distributing the SFP’s correspondence• Reviewing and assessing customer’s financial positions to inform the SFP• Appointment bookings and diary… Show more • Supporting the Senior Financial Planner (SFP) in the daily management of ongoing customer accounts• Handling phone, email and face to face enquiries from key stakeholders• Liaising with CBA branch staff, Colonial First State and CommInsure• Providing excellence in customer service• Drafting documents and mail• Vetting and distributing the SFP’s correspondence• Reviewing and assessing customer’s financial positions to inform the SFP• Appointment bookings and diary management• Data entry and input of all financial plans• Meeting all auditing and compliance requirements in accordance with CBA and ASIC• Record keeping and file management in accordance with confidentiality and security guidelines• Drafting statements of advice for financial planners Show less