Address- Join a leading Wealth Management, advice-led organisation
- Permanent Full Time Opportunity
- Brisbane based
The Role
Reporting to the Advice Practice Operations Manager and working with our Bridges Financial Services team, you will be responsible for providing administrative and technical advice support services. You will be known for and take pride in your service excellence, relationship management, problem solving ability, communication skills and ability to deliver excellent client outcomes.
Key Responsibilities:
- Provide support for day-to-day client queries regarding product/strategy review requirements
- Manage the preparation of advice documentation for clients through Paraplanning requests including supporting the paraplanning process
- Work closely with Planners, clients and other support staff to prompt and help guide meaningful and informed decisions and tailored solutions for our clients
- Undertaking product and strategy analysis through research and financial modelling
- Preparing records of advice
- Support the implementation of advice for new clients
- Support review client implementation; re-weighting, switching, withdrawals and contributions within guidelines of the ROA
- Contribute to Advice process optimisation using consistent processes and the application of solutions to rapidly deliver cost-effective Advice support and deliver on our promise of faster, more efficient Advice
To be successful in this role you will possess:
- Financial Planning industry qualifications. (e.g. ADFP) and/or RG-146
- Recent financial planning administration experience, ideally supporting Financial Planners in a Practice environment
- A good understanding of Advice Industry regulations and legislation, products and strategies
- A goal to progress your career in a financial planning/wealth management sector with a desire for learning
Benefits
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
Make your move. Make your mark.
What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives
If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.
Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.
Showing up for every Australian
We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply
Read more here about why you should join our team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
