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Vortex Financial Planning is a leading destination for personalised financial solutions, specialising in comprehensive financial planning, wealth enhancement, asset protection, retirement strategies, and investment management. We leverage cutting-edge tools and innovative platforms to craft bespoke financial advice. With a commitment to integrity, precision, and strategic insight, we ensure exceptional outcomes and an unparalleled client journey.
About the Role:
As a vital member of our team, you'll play a key role in assisting our Advisor team in crafting strategic advice documents.
Responsibilities include:
- Working closely with the adviser team preparing comprehensive ROAs and SOAs
- Conducting research and managing administrative tasks related to client external accounts/policies. Adhering to digital document control procedures, workflows, and checklist timelines.
- Maintaining email communication and task management Accurately
- Updating and managing client information within CRM, superannuation platforms, and insurer advisor portals
- Sending out advice documents and support the advisor team
- Engaging with product providers and other third parties
- Compiling Annual review packs for advisers
About You:
Must have proficiency in AdviserLogic & SOA generation. A minimum of 1 years’ experience in superannuation and risk insurance (Life, TPD, IP, Trauma, etc.) Comprehensive product and technical knowledge encompassing insurance, superannuation, and Financial Advice. Passionate about building a long-term career in financial planning. Proficient with Digital signing products. Excellent written and verbal communication, interpersonal skills. Proficiency in Microsoft Suite, particularly Excel
Benefits and perks
As a privately owned practice, we want to help our team members achieve their full potential.
- A competitive salary.
- The ability to grow with the business from a career perspective.
- The role can turn into a 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.
