Financial Advisory Assistant / Paraplanner

BFG Financial Services is a leading financial advice and accounting practice located in Macquarie Park.  Our core business is the provision of independent personal financial advice on a ‘fee for service’ basis. 

We are seeking a motivated, client focused individual to join our team to achieve client outcomes.   

This role is in office only and would be a great fit for someone looking to commence their career in financial planning.  

Experience in a client service or support role in the financial services industry is preferred. 

What we offer:  

• Exposure to both client service and paraplanning responsibilities to develop your skillset. 
• The ability to develop your financial advice career in a supportive learning environment working closely with experienced advisers and directors. 
• Mentoring and support for your professional development. 
• An opportunity to commence your professional year with us in the future. 

Key role responsibilities would include: 

• Preparation and implementation of client documents for advice (Statements or Records of Advice), reviews and general administration. 
• Professionally handling client enquiries to maintain our strong relationships and high-quality service. 
• Providing ongoing support to Advisers and Directors. 
• Working with superannuation funds, investment platforms, fund managers and stockbroking firms to deliver outcomes for our clients. 
• Completing tasks/activities in a variety of complex areas. 
• Working alongside our administration team to implement financial plans. 
• Updating and maintaining our IRESS Xplan client database within a paperless office environment. 
• Assisting our advisers in providing high level advice to our clients. 

The successful candidate must have: 

• A polite manner and client service focus. 
• Excellent communication skills, both verbal and written. 
• Strong computer skills. Experience with IRESS Xplan is preferred. 
• Good time management skills and be well organised. 
• A natural approach to use initiative whilst working unsupervised. 
• Self-motivation and a passion for learning. 
• Attention to detail.