AddressButler is a renowned accounting and Financial Planning firm based in Ballarat, Australia. We pride ourselves on providing comprehensive financial solutions and exceptional service to our diverse clientele. Our team of dedicated professionals works collaboratively to deliver tailored financial strategies that meet the unique needs of each client. As we continue to grow, we are looking for a motivated and experienced Financial Planning Implementation Officer to join our dynamic team.
Position Overview:
As a Financial Planning Implementation Officer at Butler, you will play a crucial role in ensuring the effective execution of financial plans for our clients. This position requires a blend of strategic thinking, detailed implementation skills, and a strong client-focused approach. You will be responsible for managing the end-to-end process of implementing financial strategies, ensuring clients achieve their financial goals.
Key Responsibilities:
- Oversee the implementation of comprehensive financial plans for clients, including investment strategies, retirement planning, estate planning, and risk management.
- Collaborate with financial advisors and other team members to ensure seamless execution of financial plans.
- Maintain up-to-date knowledge of financial products, services, and regulations to provide accurate and relevant advice.
- Conduct regular reviews of client portfolios to ensure they remain aligned with their financial objectives.
- Provide exceptional client service, addressing any questions or concerns promptly and professionally.
- Develop and maintain strong relationships with clients, fostering trust and long-term engagement.
- Utilise Financial Planning software (XPlan desirable) and Microsoft Office Suite to manage client data and track the progress of financial plans.
- Ensure compliance with all relevant financial regulations and company policies.
Qualifications:
- Minimum of 2 years of experience in Financial Planning or a related role.
- Strong understanding of financial products, markets, and regulations.
- Excellent analytical and problem-solving skills.
- High level of attention to detail and organisational skills.
- Proven ability to manage multiple projects and meet deadlines.
- Exceptional interpersonal and communication skills.
- Proficiency in Financial Planning software (XPlan desirable) and Microsoft Office Suite.
- Relevant certifications (e.g., DFP or other Financial Planning qualification) are highly desirable.
Why Join Butler?
- Competitive salary and benefits package.
- Opportunity to work with a supportive and professional team.
- Continuous professional development and training opportunities.
- Engaging and collaborative work environment.
- A chance to make a meaningful impact on clients' financial futures.
How to Apply:
If you are a dedicated Financial Planning professional looking to advance your career with a respected firm, we invite you to apply for the Financial Planning Implementation Officer position at Butler. Please submit your resume and a cover letter detailing your experience and why you are a suitable candidate for this role.
Application Deadline: 26 June 2024
Butler is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
