AddressAbout us
TCA Financial Planners is a multi-award winning and client-focused financial planning practice dedicated to helping our clients achieve their financial goals. With a commitment to great client outcomes, integrity, professionalism, and excellence, we pride ourselves on delivering exceptional service and building long-lasting relationships with our clients. Joining TCA Financial Planners means becoming part of a team that is dedicated to making a positive impact on our clients' financial futures. We foster a supportive and collaborative work environment where teamwork is key. We believe in investing in our team members' professional development. Whether it's pursuing industry certifications, attending training sessions, or gaining hands-on experience, we provide the resources and support needed to help you succeed and advance in your career.
Qualifications & experience
- Uphold the highest standards of professionalism, integrity, and ethics in all interactions and transactions.
- Ability to maintain confidentiality and handle sensitive information appropriately.
- A commitment to providing an excellent client experience.
- Exceptional communication skills, both verbal and written.
- High level of attention to detail and accuracy.
- Excellent organisational and time management skills with the ability to prioritise tasks effectively.
Tasks & responsibilities
- Communicating with clients to schedule appointments, following up on action items, and addressing client enquiries promptly and professionally.
- Collating client information to ensure this is up-to-date and accurately entered into our Customer Relationship Management) system.
- Conducting research into financial products in order to support financial planning recommendations and strategies.
- Working closely with financial advisers and other team members to deliver comprehensive financial solutions to clients.
- Preparation and lodgment of advice documents and application forms to implement client strategy recommendations.
Benefits
- Opportunities for professional development and growth within the company.
- Collaborative and supportive work environment.
- The opportunity to make a meaningful impact by helping clients achieve their financial goals.
