Experience

Findex New Zealand

• Financial Services
• 1 - 100 Employee

• Adviser Support Manager, Wealth Management

  • Oct 2021 - Present

• Adviser Support Coordinator, Wealth Management

  • Jul 2021 - Oct 2021

• Adviser Support Officer, Wealth Management & Risk Insurance

  • Jul 2019 - Jul 2021

  Findex is one of Australasia’s leading providers of integrated financial advisory and accounting services. We have 3000+ staff, 250,000+ clients and over $17bn funds under advice.My primary focus is to provide specialised support to our Wealth Management advisers, enabling them to deliver strategic investment and financial planning advice to clients within agreed timeframes. In collaboration with advisers, it is my responsibility to:• Prepare advice documents that are suitable to the needs and objectives of our clients. These must be produced in a manner that is compliant with internal policies as well as regulation.• Create cashflow models and financial projections given varying scenarios or economic expectations and collate this information into a presentable format. • Research investment decisions to analyse the structure of any existing investments and how proposed recommendations are superior or more desirable to the client. • Assist with preparation of Risk advice documentation, enabling Risk advisers to provide suitable insurance recommendations. Show less

• Client Services Administrator, Wealth Management

  • Jul 2018 - Jun 2019