Adviser Support - Strategic Financial Planning Specialist
Job number: 795040
Work type: Permanent Full time
Primary position location: 405 Bourke St, Melbourne, VIC
At JBWere, our heart might be over 180-years-old, but our head is in the 21st century and we are committed to supporting your talent and skills throughout your career.
• Adviser Support in Wealth Management
• Permanent full-time position
• Role based in Melbourne CBD
JBWere is one of Australia’s leading providers of wealth management services. We work with Australia’s most successful families, corporates and for-purpose organisations to help them protect and grow their wealth, and to realise their legacies.
We are seeking applications for a full time Strategic Financial Planning support role in the Melbourne office supporting two advisers. Investment Advice experience is not a required skill in this role, the role requires focus on the strategic financial planning aspects of wealth advice.
In this busy and varied role, Advisers will need support to make sure the workflow around giving advice runs efficiently and smoothly. You will assist them as they manage and grow their business and provide a high level of client service, comprehensive reporting and process support.
You will need to be proactive, have an eye for detail, be a quick learner and work well to the firm deadlines that impact our clients.
Above all, your support will help ensure we remain leaders in advice who put our clients first.
To be successful in this role, you need to demonstrate current or recent experience, skills and attributes, in the following key areas:
- An interest or strong desire to be involved in strategic financial planning.
- SMSF specialist desirable. Understanding superannuation strategies is a must, including SMSFs.
- Sound knowledge of the structures that apply to complex strategic advice and a working knowledge of associated tax issues.
- An understanding of cashflow modelling and debt structuring along with entity and personal succession planning.
- Ideally accounting qualified.
- Previous experience in a similar role.
- Can demonstrate;
- experience in SOA and ROA writing
- financial modelling and strategic analysis, ability to think critically and be able to develop strategies for financial independence for HNW clients.
- Understanding of the industry, including compliance obligations and differences between Retail and Wholesale advice, including superannuation product advice.
A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.
Build your career with NAB
At NAB, we encourage our colleagues to invest in their skills, experiences and careers. To put your best application forward, we recommend firstly reviewing the job advertisement and the Role Purpose Statement (also known as the position description – this is linked to the job advert). This will give you a clear idea of what the role entails. If the opportunity excites you and aligns with your career aspirations, you should seek your People Leader’s endorsement and apply.
Feel free to reach out to the Talent Acquisition Team with questions but please note, to ensure we run a fair and equitable process for all colleagues, we’ll often guide you to apply through the process outlined above.
This is an exciting opportunity for you to expand on your experience and desire to continue your career in Wealth Management.
To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.
Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
Join NAB
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.
Advertised: AUS Eastern Standard Time
Closing: AUS Eastern Daylight Time
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