AddressEstablished over 70 years ago, the business now ranks as one of Australia's leading boutique Accounting & Wealth Management firms. Specialising in tailored advice to generations of successful businesses & individuals, the business has its own AFSL and since beginning its wealth offering in 2017 is growing from strength to strength.
The Role
The continued growth of new HNW clients combined with the strategic vision for the business, necessitates expansion within the team. In this role, you will work in a small team within a larger business to provide professional administrative support in managing client affairs accurately and on time. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks in XPLAN
- Scheduling and following up on client appointments
- Hands-on role assisting the team with the implementation of advice
- Working with Financial Planners to prepare plans and strategy documents
You want to develop, learn & maintain professional knowledge and skills. Being client service-oriented, you thrive on engagement in a team and with clients, have attention to detail, and love supporting others. Your previous experience in the financial planning industry will be highly regarded, together with the following:
- XPLAN experience is advantageous
- Excellent organisational and communication skills
- You love working with clients to get great outcomes
- 1 day per week WFH with an additional Friday added per month
- Extra well-being leave
- Group insurance & accident cover for staff
- A remuneration package of up to $85,000 inc. superannuation
- Personal development plans put in place with the Managing Partner
- Monthly, EOFY & EOY staff events
If this opportunity interests you and you would like to have a confidential conversation to find out more about the role, please call Ben MacKenzie on 0400302***. Alternatively, please follow the SEEK prompts.
