Financial Planning Assistant

The Company:
This organisation is a highly regarded organisation which takes pride in offering an outstanding workplace environment with well-respected, like-minded professionals and provide holistic advice to their clients.
 
The Role:
You will be responsible for working within a centralised team supporting Advisers within all areas of administration and operations. Your role will be to ensure that client’s individual objectives, financial situation and needs are meet to a high quality standard by managing and collecting correct client information, assisting adviser in all administration duties and liaise with the internal teams.  
 
Duties and Responsibilities:

  • Provide high quality of administration and support to Advisers
  • Manage all operations, administration and reporting procedures 
  • Ensure to collate correct client information 
  • Follow up actions from client appointments and follow through requests to clients for information
  • Provide sound support with knowledge and experience in financial planning
  • Be dedicated to the role and view this administration role as a long term career

Skills and Experience required:

  • Admin experience within the financial services industry
  • RG 146 compliant
  • Polished presentation
  • Financial Planning software experience desirable

In addition, the successful candidate will display excellent attention to detail, an ability to work effectively with clients, time management and a willingness to take ownership of your work.   
  
To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Kimberley Wenn on (02) 9240 6381 for more information. 

Connect with me to hear about similar roles not yet advertised https://au.linkedin.com/in/kimberleywenn

Financial Planning Assistant

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