Responsibilities We are looking for a financial planning administrator to join our team. You will report to the directors of the business.
The role is full time, and experience in the financial planning industry is a must. XPlan experience is essential for this role as well as experience in implementation of insurance/ superannuation and investment products.
Your responsibilities will include, but are not limited to: General day to day office administration tasks including scanning, filing, telephone calls and data entryFDS and ongoing client management Booking both client and fund manager meetings;Preparing portfolio reviews and other relevant documents for Advisers;Completing investment and product application documentation;Assisting Advisers with technical queries and research.Implementation of advice given by advisers. Assisting with the production of Records of Advice (RoA's) and implementation of Statement of Advice documents (SoA's)Liaising with third parties and other financial service providers; andAssisting in other administrative tasks as required.About you You must be a team player and possess a "can do" attitude;You must be proficient in the Microsoft Office Suite (Excel, Word and PowerPoint)Must have minimum of 3 years experience in the financial planning industry. XPlan financial planning software experience is a must. You need to have excellent verbal and written communication skills;You must have a commitment to quality and integrity in everything you do;You must have good time-management skills, be able to prioritise your workload and work autonomously; andYou must have a keen eye for detail.Benefits Great opportunity to work in a growing business;Close to shops and public transport in the heart of Melbourne CBDExperienced, supportive and friendly team; andIn-house training and development provided.Salary to be discussed upon experience shown. This position will provide you with a great opportunity to learn in a supportive environment and gain practical grounding for your financial planning career. If you are committed to providing high quality client service and want to develop your career, then we want to hear from you!