This role will suit an experienced client service or administration professional seeking to further develop a career in the Financial Advice sector.
Gold Coast - work close to home
Mature Financial Planning business
Xplan Skills highly valued
Client Centric advice focussed
Learn from best!
Variety, mentoring and growth position.
A fantastic opportunity has arisen to be a member of a successful, expanding Financial Planning business with practices in Victoria, Tasmania and Queensland.
The Business
Mature Boutique, 'high touch' financial advice business with five Senior Financial Advisers and growing national footprint. Dynamic, innovative, fast paced business with a market leading management team.
You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.
The Position
The primary objective of the role is to provide high level service to clients and support the Financial Planner/s with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.
The initial focus of the role will be to support the establishment of the new office in Robina, and assist the advice client base to be transitioned to Xplan.
Responsibilities:
Implementation of SOA's / ROA's
Prepare and process application forms
Updating and maintaining client information within the Xplan database
Administration and processing of client documentation
Manage and respond to client queries
Make and manage client appointments
Maintain and uphold data integrity
Adhere to all relevant risk and compliance obligations
General administration
The Benefits
The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.
Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career. Continued professional training and the opportunity to complete your Professional Year and take on an Associate Adviser role in time.
The Person - 'YOU'
Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.
Experience withXplanpreferred
Experience in delivering high quality client service
Excellent written and verbal communication skills
Strong skills inMicrosoft Teams, Word,Excel, and Outlook
A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
Well organised with excellent attention to detail
The ability to manage multiple tasks and deliver to deadlines
An adaptable and flexible nature
Strong problem-solving ability
Remuneration
A competitive salary is on offer dependent on qualifications and experience.
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