Job Description

Entry Level Graduate - Financial Planning Practice

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SMJ Financial Services Pty Ltd – Moonee Ponds VIC

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At SMJ Financial Services we are offering a supportive environment, genuine career development opportunities and financial backing for ongoing education. We are seeking a candidate who has just completed an ASIC Professional Standards Approved Degree who is looking at entering the Financial Planning industry as a Paraplanner to kickstart their pathway to becoming a Financial Adviser within the company over a 2-3 year period which incorporates the mandatory Professional Year.

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About the Role:

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In this multifaceted position, your key responsibilities will include:

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- Crafting advice documents aligned with the specified "Scope of advice" to meet clients' needs, objectives, and compliance requirements.
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- Vigilant research on changes to products, services, legislation, and strategy options.
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- Collaborating with Advisers in managing client relationships.
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- Conducting peer checks on Statements of Advice (SOAs) for accuracy and completeness in adherence to advice requirements and compliance.
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- Assessing client risk adversity and translating client needs and objectives into the scope of advice.
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- Working closely with Client Services Officers to implement new and ongoing business, including follow-ups with fund managers and life offices when necessary.
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- As your confidence and capability in SOA writing grows, you will have the opportunity to attend client appointments.
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To excel in this role, you must:

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Have some understanding of Xplan. Thorough training in Xplan will be provided.

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Possess a good understanding of various products, services, and strategies, including legislation and tax implications.

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In return, you'll be part of a team that prioritises staff well-being and be in a supportive and transparent workplace.

📌 Entry Level Graduate - Financial Planning Practice (Victoria)
🏢 SMJ Financial Services
📍 Victoria