Key Functions of the Role
- Maintain appropriate standards in relation to compliance with the law, ASIC and Austrac requirements,
and maintain appropriate records;
- Develop, mentor and grow the capabilities of other team members;
- Continual development of leadership and technical capabilities; and internal processes and procedures;
- Collate, prepare and review all client strategies and meeting documentation, ensuring accuracy and compliance is strictly adhered to;
- Prepare meeting documentation in line with the 60-day review process, prepare reports utilising Morningstar and the Returns Program in support of the recommendations we make to our clients;
- Develop a high degree of technical knowledge that assists in preparing and reviewing client strategies;
and,
- Have a detailed understanding of the financial planning industry and relevant legislative requirements.
Read the full position description.
