Principles of Personal Financial Planning and Advice - Online Facilitation

This is a remote position.

BAO6001-Principles of Personal Financial Planning and Advice

As an experienced online educator, the candidate will work as an independent contractor of LINC Education to offer online facilitation services for students studying in the Masters of Financial Planning offered by Victoria University Online. Candidate must possess strong knowledge of financial and investment planning principles, with a sound understanding of the legal and ethical frameworks governing financial advice and investment decisions. They should be able to support students in assessing client risk profiles and financial goals, applying investment theories and strategies, constructing diversified portfolios, and preparing limited-scope Statements of Advice using relevant financial planning tools.

Key Skills Required

• Financial and investment planning
  

• Legal and ethical frameworks in financial planning
  

• Efficient Market Theory
  

• Investment strategies
  

• Portfolio construction and diversification
  

• Client risk assessment
  

• Financial goal setting
  

• Statements of Advice (SOA)
  

• Financial planning tools
  

• Investment analysis and decision-making
  

Desired Candidate Profile 

• Master's Degree or higher in Financial Planning plus 5 years' relevant teaching experience in a ASIC-approved course in financial planning and/or 5 years’ experience working as a Financial Planning Professional. 
  

• Registered Financial Planning Advisor Certification is mandatory.
  

• Empathetic, ambitious, warm and outgoing personality willing to work closely with people from diverse cultures; 
  

• Proficient in English language; excellent oral and written communication
  

• Must possess  a working laptop and have access to high-speed  (>10 MBPS) stable internet connection; 
  

• Ability to quickly learn and use technology platforms for interacting with students, including the host university’s LMS and LINCtrac (training on these platforms will be provided).
  

The candidate needs to be available between 5 pm to 10 pm every day.

Roles & Responsibilities 

LINC Fellows will be responsible for providing: 

1. Subject matter guidance to a group of 25-30 undergraduate online students;  
   

2. Support in learning skills like academic writing, research and time management; 
   

3. Conduct 1:1 sessions for doubt-resolution, academic guidance and assessment draft reviews
   

4. Guidance on relevant reference material; 
   

5. Assessment marking with long-form feedback 
   

6. Management of discussion forums; and
   

7. Proactive, prompt and personalised support to student queries and issues.
   

LINC Fellows will be expected to promptly interact with students over email, or calls / online sessions from locations of their convenience (e.g. home, office etc.).