AddressOur client is a leading Financial planning firm with a tight knit team who have been around for over a decade. They pride themselves on the great work life balance and team culture. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way.
You will be responsible for overseeing the administrative function and supporting the senior adviser.
The Role:
- Timely and accurate implementation of all advice documents
- Data entry into XPLAN ensuring client records are up to date
- Manage planner's diary, book appointments and preparing for meetings
- Develop and maintain relationships with fund managers and life companies
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client’s superannuation/investments
- Detailed understanding of client portfolio to deliver a detailed response
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Complete adhoc tasks and work on best practice strategies
- Must have minimum 2+ years experience in the Financial Planning Industry
- Experience with Financial Planning software
- Office/practice management experience is highly regarded
- Strong communication skills and eagerness to grow
