Financial Planning Business Consultant
Northwestern Mutual- Full Time
- Junior (1 to 2 years)
Candidates must hold a Bachelor's degree in a related field such as Commerce or Finance, and possess at least four years of prior experience in Australian financial planning and superannuation, including SMSF, SOA preparation, and client-facing interactions. Experience with CRM/Workflow tools and Australian tax and Superannuation regulations is preferred.
The Paraplanner will be responsible for preparing compliant, personalized Statements of Advice for clients, preparing documents, reports, and forms for client meetings, updating the Xplan system, monitoring and recording the advice process, documentation, and record keeping to ensure compliance, updating and maintaining the client Work in Progress, and reconciling fees and commissions. Additionally, the role involves performing other administrative tasks to support the organization and its clients.
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