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Purpose

Support financial advisers in providing exceptional service and delivering
innovative financial and lifestyle solutions for clients.

Key Duties

• Support financial advisers in obtaining information required for financial plans and retirement coaching
• Assist in the creation of individual financial plans for clients
• Maintain privacy & confidentiality at all times
• Assist in other tasks as required

Key Skills & Attributes

• Financial literacy and analytic skills, from Business/Finance studies
• Ability to quickly build a rapport with clients
• Able to explain financial concepts in ways that clients can relate to, adapting style to their background and interests, using stories and examples they can relate to.
• Ability to strictly adhere to Smart Retirement’s confidentiality and privacy requirements.
• Ability to work within a highly regulated environment, preferably having studied financial risk/compliance as part of university course
• Current Police check
• Alignment with company values, including commitment to innovation and holistic approach to retirement planning
• Willingness to work with and provide support to a small team
• Excellent verbal & written communication skills
• High professional standards of dress, behaviour and communication
• Ability to self-manage & work with minimal supervision
• Willingness to undertake a range of tasks across the business & learn new skills
• Flexibility to juggle multiple tasks and projects
• Ability to learn on the job
• Enthusiastic & positive approach to work
• Can-do attitude
• Interested in a career in financial planning
• Experience in customer service desirable

Software/Program Knowledge

• MS Office
• Zoho (CRM)
• Slack
• Other custom and industry specific software

Training will be provided for Zoho & customer/specialist programs.

Reporting Relationship

Reporting to David Reed (Principal) and will also work closely with other team members.

Remuneration

Unpaid internship

Hours

1-2 days per week, by mutual agreement.
Company hours are 8.30am to 5.00pm Monday to Friday.
Hours of work can be flexible, by mutual agreement.

Additional Information

The internship may lead to paid casual, part-time or full-time work.

Smart Retirement is an equal opportunity employer, valuing diversity and committed to creating an inclusive environment for all employees.