- Assist financial planners in preparing Statements of Advice, Records of Advice, and review documents
- Conduct research on investment, superannuation, insurance, and retirement strategies to support advice recommendations
- Prepare product and strategy comparisons, projections, and modelling outputs for adviser review
- Collect and verify client information, product disclosure documents, and supporting documentation from clients and third parties
- Liaise with product providers, fund managers, and platform administrators to monitor application status and expedite implementation
- Respond to client inquiries and provide timely updates on advice and implementation progress
- Maintain compliance with industry regulations, licensee standards, and company policies
- Support the team with administrative tasks related to advice preparation, file notes, and CRM updates as required
- Conduct post implementation and annual review preparation for clients
CRM