AddressOur client are giving clients a broader investment view and helping them build wealth. They pride themselves on providing personalised advice and valued investment services and are changing the shape of the industry.
As a result of business growth, an opportunity has arisen for an experienced Administration Team Leader (Financial Planning) to join this business in the Northern Beaches, NSW.
The responsibilities are multifaceted, incorporating:
Organising and coordinatating administration duties and office procedures. Your role is to create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and safety to ensure a positive team culture and the long-term success of the Admin team.
Main Duties/Responsibilities:
- Assist in the onboarding process for new hires
- Oversee day-to-day office operations
- Coordinate staff employment including leave coverage
- Ensuring the practice building and workspaces are conducive to a safe and practical work environment
- Liaise with BMP Wealth Practice Managers to maintain consistent and effective practice operations and procedures
- Coordinate the booking of client appointments for financial advisers.
- Prepares review folders for advisers and client documentation for client meetings.
- Preparation of Advice documents for presentation to clients. including provisions for application and other documentation.
- Compliance of Ongoing Service Agreement and Fee Disclosure Statements.
- Liaise with adviser, client & platform to ensure smooth implementation of client's application.
- Ensure all Compliance requirements are adhered to.
- Implementation of Strategy recommendations.
- Preparation of general correspondence to clients and insurers.
- Maintenance of new business register.
- Update policy information including addition of new clients, updated policy details and general notes in XPLAN.
- Update of client personal information on XPLAN and where required with Platform.
- Collection of policy history and record keeping of telephone conversations with platform and clients.
- Scanning of incoming and outgoing correspondence.
- Maintain policy cancellation.
- General administrative support to Financial Adviser, adhere to their requirements in a prompt manner and provide quality of work standard.
- Ad hoc buy/sell trades
- Ad hoc duties when required – reception, mail collection & distribution, tea/coffee making for clients
Ideal skills and qualifications
- 5 or more years of experience in Financial Planning Administration
- Previous Team Leadership experience preferred
- Strong time-management and people skills, high degree of flexibility, and excellent multitasking ability
- Proficiency with office applications, and aptitude for learning new software and systems
- Ability to maintain confidentiality of company information
- experience in financial management, accounting systems and reporting processes
- the ability to demonstrate and encourage leadership and teamwork
- the ability to build customer and stakeholder relationships
- excellent communication and documentation skills
- Experience using XPLAN desirable
- Attention to detail and problem solving skills
Please note that although the business encourage flexible working practices, but want someone full time in the Northern Beaches office. If you are keen to explore this role please upload your CV or call Eoin Tarleton on 0450 334*** or email ****@cloughmorestone.com.au.
