RetireInvest Wide Bay are a highly reputable Financial Services Firm located in regional Queensland, renowned for our exceptional service.
We specialise in providing comprehensive financial advice to pre-retirees and retirees, living in the Wide Bay region.
Our focus is on delivering quality strategic advice to our clients, ensuring their needs and goals are met through our holistic approach to financial solutions.
Our advice process is designed to align with our client's best interests, providing proactive and robust ongoing service.
We have a highly streamlined back-office process that comprises of a team of dedicated specialists, including administration support, client service officers, adviser support, compliance and paraplanning coordinator, and an external paraplanning service.
We offer a dynamic, friendly, supportive work environment where our team members thrive.
We value career growth and development and provide ample opportunities for progression within the company.
Responsibilities:Liaising with clients to provide an outstanding client experience and build nurturing relationships.Providing support to the Advice Team with client queries.Preparation and Implementation of Statement of Advice/Record of Advice documents.Complete, lodge, process and follow up our client's investment, superannuation, pension & insurance applications.Investing funds in direct shares and managed funds.Monitor applications and liaise with fund managers through to completion.Assist clients with completion of Centrelink applications & updates.Accurately updating information in our client management system (Xplan)Ensure all administration compliance & evidencing requirements are met.Minimum Requirements:To work Monday to Friday 8:30am to 5:00pm.To be professionally presented.Be able to work independently and part of a team.Strong attention to detail and work to deadlines.A committed and caring attitude focused on quality service, team goals, outcomes, and productivity.Able to take ownership of the duties within the role & be pro-active.Honest, respectful, positive, and have a professional phone manner.A willingness to adhere to our culture and values.If you are a proactive problem-solver with a passion for delivering top-notch client experiences, we invite you to apply and be a key part of our dedicated team.
Join us in shaping a positive impact on our clients' journey and our organisation's success.
Please include a cover letter outlining why you would be an asset to our Practice, as well as including your resume, work history & references.
Applications are to be applied for via Seek by Monday 18th October 2024.
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