Australia
ANALYST | SENIOR FINANCIAL PLANNER ADVISER SUPPORT
Industry:
Construction & Development
Career level:
Mid-level
Employment type:
Full time
Job location:
Darwin city, Darwin
Salary offered
50 001 to 100 000 AUD
Requirements
Education:
Specialist's Degree
Experience:
0-2 years
Languages:
English
Driving license:
No
Job role
Opportunity for Analyst | Senior Financial Planner Adviser Support | JBWere
Be part of this progressive and agile culture
Brisbane location
About You
As an Analyst you will be responsible for supporting a team of Advisers to successfully manage and develop their business, by providing exceptional administrative and marketing support. In this role, you will have a strong focus on adding value to the client relationship by building rapport and developing outstanding client engagement and communication.
Your key accountabilities will include:
Provide a high level of administrative support to the team/s and respond to client queries in an efficient and effective manner.
Establish and maintain client accounts.
Monitor and maintain the Sophisticated Investor Register, Account Categorisation, Client Risk Profiling and Statement of Advice (where applicable) to ensure all compliance obligations are met.
Proactively manage risk and compliance though performing and adhering to policies, processes and procedures, and escalating any events, losses, breaches as incurred.
Management of the team/s prospects and opportunities, ensuring Salesforce is up-to-date, and providing the advice team with reporting as required.
Assist team/s in preparing Statements of Advice (SOA), pitch documents, portfolio reviews and marketing material.
Arrange and manage the team/s schedule and team events as required.
Provide factual market and economic information in accordance with your Letter of Authority (LOA).
Liaise with Operations as required to facilitate workflow.
Support the advice team/s to execute and deliver business-wide initiatives and opportunities to achieve desired outcomes.
Your Capabilities, Experience & Qualifications will include:
Demonstrated experience working in a similar role within a Financial Services organisation.
Proven stakeholder management skills coupled with the ability to work both in a team environment and independently.
Strong attention to detail and exceptional time management skills.
Ability to prioritise successfully during periods of competing obligations.
Ideally have a working knowledge of finance.
A relevant qualification would be preferred such as RG 146, FASEA accredited AQF7 Bachelor Degree or FASEA approved post graduate tertiary pathway qualification.
Benefits
Transportation
Company background
At NAB you'll find energetic people who value relationships and have the potential to succeed and grow. Our people are essential to our unique, aspirational culture. We are a business that invests in development, commits to flexibility and diversity, and engages with the community.
Our focus and passion is underpinned by a strong commercial and strategic approach. We have the freedom, responsibility and autonomy that our imagination and diverse perspectives need to deliver, grow and succeed.
Why We Are Here
Quite simply, we are here to serve customers well and help our communities prosper. This drives everything we do and gives clarity to how we perform and engage with each other.
How We Work captures the essence of our culture and reflects that we care deeply about how we do things, not just what we do. There are four core elements of how we work:
Excellence for Customers – We put customer needs first every time, never personal interests. We get it right first time or fix it fast, not leaving issues unresolved. We make banking easy and fast and don’t create band-aid fixes.
