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SalaryAre you an experienced Financial Planning professional seeking a part-time role with flexible hours? Trl Financial Solutions, a boutique Financial Planning practice nestled in the heart of Palm Beach, Gold Coast with a single adviser, is looking for a skilled Financial Planning Assistant to join our team. This position offers the flexibility to Work from Home for 20 hours per week, allowing you to manage your schedule efficiently.
About Trl Financial Solutions:
Trl Financial Solutions is dedicated to providing personalized financial advice and solutions to individuals and families. As a boutique practice, we prioritize building strong relationships with our clients, understanding their unique needs, and delivering tailored financial strategies to help them achieve their goals.
Responsibilities:
- Provide comprehensive administrative support to our financial adviser.
- Utilize Midwinter for task management, setting reminders, and tracking deadlines effectively.
- Assist in the preparation of client documents, including annual reports and compliance documentation.
- Manage ongoing client relationships, including scheduling meetings, follow-up communications, and addressing client inquiries.
- Conduct lead generation activities to support business growth, including prospecting, outreach, and networking.
- Maintain accurate client records, manage compliance documentation, and stay up-to-date with industry regulations to ensure compliance with regulatory requirements.
- Assist in preparing for client meetings, including gathering necessary information and materials.
- Prepare advice documentation, including Statement of Advice (SOA) and Record of Advice (ROA), ensuring accuracy and compliance with regulatory standards.
- Complete advice implementation activities, including the completion, lodgement, and follow-up of application forms and various other advice process documentation.
- Collaborate with the adviser on cross-over duties related to running the AFSL (Australian Financial Services Licensee) business.
Requirements:
- Minimum of 2-3 years of experience in the Financial Planning industry.
- Strong understanding of Financial Planning concepts, products, and regulations.
- Experience using Midwinter or similar CRM systems for client management and task tracking.
- Excellent organizational and time management skills.
- Proficiency in Microsoft Office Suite and Financial Planning software.
- Exceptional communication and interpersonal skills.
- Self-motivated with the ability to work independently and prioritize tasks effectively.
- Must be detail-oriented and able to maintain confidentiality.
- Australian Financial Services License (AFSL) experience or knowledge is a plus.
Benefits:
- Part-time position with flexible hours to accommodate your schedule, including the possibility of working school hours
- Opportunity to Work from Home.
- Competitive compensation package based on experience and qualifications.
- Growth potential within a boutique Financial Planning practice.
If you meet the requirements and are looking for a rewarding opportunity to contribute to the success of a growing Financial Planning practice, we encourage you to apply by sending your resume and a cover letter highlighting your relevant experience and why you're interested in this position to ****@trlfs.com.au or by clicking “Apply for this Job” below.
Applications for this role will close on the close of business Tuesday 30th April. Only suitable applicants will be contacted. We respect your privacy and will treat your application with the strictest confidentiality.
We look forward to hearing from you!
