Financial Planning Assistant - Immediate Vacancy

Our client is a holistic non aligned national independent advisory that prides itself on a highly ethical mode of working and excellent client relationships. Based close to Wynyard train station with flexibility to work from home, you will be part of a business that supports career growth to become an adviser whilst being in a young dynamic group of individuals. 

The Role

• Manage client files and administrative functions with workflow co-ordination
• Liaise with clients and advisers
• Prepare relevant paperwork for SOA's and work closely with paraplanners
• Ensure client files are complete and compliant with legislation and licensee standards
• Lodgement of forms with Product Providers 
• Handling client queries 
• Implementation and administration duties

The Person

• Minimum of 12 months experience in a Financial Planning Practice 
• Experience with Implementation 
• Exposure to Xplan is desirable but not a must. 
• Excellent with clients
• Strong Attention to Detail 
• Friendly and Personable 

In return for joining as a Client Service Officer / Financial Planning Assistant you will receive a salary ranging of $75-85k + Super + Bonus. You will also have a excellent support structure and opportunity to progress in your career. 

To Apply for the role please press apply now or call James on 0451 831 *** for a confidential chat.