My role consists of working closely with Advisers and a Paraplanning team to produce comprehensive and holistic advice to assist our client achieve their goals now through to retirement.

Prepare compliant Risk Insurance Statement of Advice documents for my financial planning company.

Provide all my clients with holistic financial advice to help them obtain their goals and objectives

Build and maintain client relationships in regards to all their Financial Planning needs

Providing customers with product information & delivering products that are suitable to their needs, achieving personal & branch targets, following up on customer needs, helping coach new staff, performing; duties when they are away, referring new & additional business to colleagues in different departments (i.e. home lenders & financial planners

Managerial Duties - rostering, organizing/conducting stocktakes, archiving, appraisals, hiring/training new employees, assisting smaller stores, dealing with complaints, maintaining store standards in customer connection, achieving budgets/KPI'sGeneral Duties: Opening and closing the store, banking, cleaning, visual merchandising, customer assistance, finalising sales through register, lay-by's, unpacking and putting away stock, answering phone.