AddressParaplanner
Phoenix Advisory Group is a boutique Financial Services firm specialising in financial planning, wealth creation, wealth protection, retirement planning and investment management. We harness innovative tools, technologies, and platforms to analyse; prepare and facilitate tailored financial advice. Through honest, accurate and strategic advice we deliver results and an all-round brilliant experience for our clients.
About the Role:
Primarily the role will be assisting Paraplanning team in strategy and advice document preparation.
Responsibilities include:
- Facilitating annual reviews with clients and their Financial Adviser
- Preparation of ROAs and SOAs
- Performing research and facilitating administrative maintenance of client’s external accounts/policy’s
- Accurately following digital document control procedure, workflows and completing checklists in set timeframes
- Checking emails regularly, actioning tasks where needed
- Accurately recording, updating, and maintaining client information including maintaining accurate file notes in the CRM, superannuation platform and insurer’s advisor portals.
- Sending of advice documents and implementation of chosen strategies
- Providing high level support to the adviser/s, and the broader wealth team
- Liaising with product providers and other third parties
- Liaise with retail super funds to accurately research and obtain relevant information.
- Prepare Annual review packs for the Advisers.
About You:
- Experience using AdviserLogic SOA generation
- Ideally have a minimum 3 years’ experience working with superannuation and wealth protection insurance (Life, TPD, IP, Trauma etc)
- You have a broad product and technical knowledge that will include insurance, superannuation, and Financial Advice office management
- You’re enthusiastic about pursuing a long-term career within financial planning and are interested or have already started tertiary studies
- Ideally you have experience with Digital signing products
- You present yourself professionally over the phone and have strong relationship building skills
- You genuinely care for the success of clients and fellow team members
- You have exceptional written and verbal communication, interpersonal and prioritisation skills
- You are attentive to details and respect the importance of process and compliance standards
- You have intermediate Microsoft Suite skills, (especially Excel) as well as experience with Microsoft 365 online.
- You enjoy collaboration and can work with your team to create/improve templates, tools and planning.
What we offer:
- Opportunity for Hybrid working after initial training phase
- Opportunities for growth within your role
- Opportunities for cross-training
- Your perspective/ideas will be heard and valued
- Remuneration respective to candidate’s experience.
Benefits and perks
As a privately owned business, we want to help our team members achieve their full potential.
- Great Use of technology – laptops, Fintech, Automation cloud-based systems, remote access to all systems
- Dynamic working arrangement on offer for the right candidate - hybrid mix of office and remote working.
- A competitive salary.
- The ability to grow with the business from a career perspective.
- The role can turn into a paraplanner or associate adviser for the right candidate
- A friendly, open-minded team environment.
- Mentoring and support from a team of experienced financial advisers.
- Commitment to ongoing professional development and training.
- Opportunity to make a difference in a vibrant work environment focused on team improvement and success.
If you would like to work with a committed team, that supports ongoing training and personal development, whilst recognising and rewarding good performance please include your resume and a brief cover letter in your application.
