AddressThe Business
We are a small Financial Planning business based in Stirling, that is committed to assisting our clients to achieve fantastic financial outcomes.
We offer practical solutions and work with clients to help them with superannuation, life insurance, and prepare for retirement. We pride ourselves on our professional integrity and having a family friendly, relaxed team environment.
The Role
You will join our existing team of 5 in a full-time role. It’s a fast-paced and busy role within a relaxed work environment.
Responsibilities
- Liaise with clients and be the first point of contact.
- Liaising with third parties in relation to client matters.
- Assist advisers with meeting preparation and diary management.
- Managing the client review process and prepare review documents.
- Complete FDS and fee consents.
- Collating and preparing information for paraplanners to complete SOA’s.
- Implementing advice recommendations for clients.
- Initiating, lodging and monitoring client applications, rollovers, investment switches among other transactions.
The successful candidate will possess the following attributes
- Previous experience in a similar role within the industry is required.
- Excellent verbal, written and computer skills
- Good phone manner and comfortable contacting clients
- Excellent customer service skills
- Proficiency in Word, Excel, and Outlook
- Mature attitude with the ability to work autonomously within a team
- High attention to detail and accuracy
- Ability to work to deadlines and adhere to required compliance standards
- Competent with the use of xplan or similar CRM.
To apply – please forward your resume and a cover letter to ******@iwealth.net.au outlining why you believe you are best suited to this position.
