We are a privately owned self licensed financial advisory firm dedicated to providing high net worth families exceptional quality, personalised and confidential services.
We are seeking a dedicated and professional financial planning administrator to join our Financial Planning team. It is based in our Hawthorn office working 5 days Monday to Friday.
This role is a great opportunity for graduates or individuals looking to develop a pathway in the financial advisory space.
Working closely with our Financial Advisers, you will be exposed to:
Comprehensive advice to private clients, across a broad investment sphereOngoing training and developmentA collaborative and supportive team of professionals A client-focussed cultureThe opportunity to develop and progress your career further in financial advice and wealth management. The Role Your responsibilities will include:
Preparation of client review meeting packs including: AgendaBalance sheetsInvestment and other relevant reportsPreparation and implementation of investment review documentation including: Investment spreadsheetsStatements of AdviceApplication formsLiaison with clients and their professional partners as requiredMaintaining accurate file notesUpdating client filesCompleting assigned tasks within the financial planning team in a timely manner Proactive input into the continuous improvement of our advice and client servicing systems, processes and procedures Other ad hoc general administrative tasks
Skills and Experience We are looking for someone who can demonstrate their ability to:
Prioritise workload and be highly organisedBuild a rapport with clients and team membersDeliver an exceptional customer service experienceBe proactive and driven to succeed Personal Requirements You will have the following attributes:
Exceptional attention to detailStrong work ethic and self-motivatedTeam-orientedExcellent verbal and written communication skillsWork within timeframes with an analytical and thorough approachFlexibility and adaptabilityConcern for quality and standards This is a great long-term opportunity to support and grow with a highly successful advisory team.