Financial Planning Administrator

Our client is a growing wealth manager who is currently looking for a Financial Planning Administrator to join their collaborative and dynamic team. The main purpose of this role is to support advisers and manage client queries and needs liaising with third-party providers and external advisers.Key Responsibilities:

• Collaborate with advisers on client and account management and supporting other administrative tasks;
• Participate in client meetings with Financial Advisers;
• Improve internal process sheets for an orderly client management system;
• Coordinate fund transfers, investment applications and redemptions through platforms including Netwealth, IRESS, and monitoring records in Kaplan;
• Update regulatory documents such as Investor Certificates, Fee Disclosure Statements and Renewal Notices; AND
• Support and learn from Senior Financial Advisers.

Skills & experience

• Bachelor's degree in Financial Planning or FASEA-approved course;
• Experience working as a paraplanner, or associate adviser ideally;
• Go-getter with a passion for Financial Planning, who is looking to develop their Financial Planning career long term;
• Strong advice strategy knowledge, including insurance;
• Excellent verbal and written communication skills;
• Solid ability to build a strong rapport with clients; AND
• Demonstrated experience with XPLAN software highly regarded.

This is an excellent opportunity to work in a growing wealth management business. If you are interested in learning more about the opportunity, please contact Paris Deligianis at 0412 123 587/ paris@kaizenrecruitment.com.au or kindly apply via the link.#SCR-paris-deligianis