Address
Form of work
SalaryThis role will suit an experienced Client Service or administration professional seeking to further develop a career in the Financial Advice sector.
- Gold Coast – work close to home
- Mature Financial Planning business
- Xplan Skills highly valued
- Client Centric advice focussed
- Variety, mentoring and growth position. Learn from the best!
The Position
The primary objective of the role is to provide high level service to clients and support the Financial Planner/s with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function.
The initial focus of the role will be to support the recently established office in Robina, and assist an established advice client base through the later stages of transition into the business.
Responsibilities:
- Implementation of SOA's / ROA's
- Prepare and process application forms
- Updating and maintaining client information within the Xplan database
- Administration and processing of client documentation
- Manage and respond to client queries
- Make and manage client appointments
- Maintain and uphold data integrity
- Adhere to all relevant risk and compliance obligations
General administration
The Benefits
The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.
Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career. Continued professional training and the opportunity to complete your Professional Year and take on an Associate Adviser role in time.
The Person – ‘YOU’
Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.
- Experience with Xplan preferred
- Experience in delivering high quality Client Service
- Excellent written and verbal communication skills
- Strong skills in Microsoft Teams, Word, Excel, and Outlook
- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
- Well organised with excellent attention to detail
- The ability to manage multiple tasks and deliver to deadlines
- An adaptable and flexible nature
- Strong problem-solving ability
Degree qualifications and post grad studies in Financial Planning will be highly regarded.
Remuneration
A competitive salary is on offer dependent on qualifications and experience.
Brief: A full company and position brief will be provided on successful application.
Australian residents only.
