Financial Planning Administrator
vor 1 Woche
CBD Based Open to experienced & more junior candidates Attractive salary Our client is a Dynamic and growing, highly regarded Financial Planning/Wealth Management business experiencing strong growth based in the CBD.
We are looking for a highly experienced Administrator with a background in Financial Planning/Wealth Management that would allow us to continue to provide the best possible service to our client base.
You will be primarily responsible for providing high quality, professional administrative support to our clients and our financial planning team.
Job tasks and responsibilities First point of contact - liaising between clients, advisers, fund managers, superannuation funds and insurance companies Preparation of client reviews reports and advice documents.
Assistance in preparing client files for paraplanning, data collections and collating documents for Statement of Advice presentations Prior experience in dealing with personal insurance and wealth applications and the implementation process is essential Implementation of advice from lodgement to completion Managing the compliance of all documentation from internal and external sources and ensuring adherence to compliance guidelines It's a great opportunity for an Administrator who is self-driven and wants to work in a fun yet supportive environment.
Skills and experience 2-7 years client service and/or administration experience gained from Financial Planning/Private Wealth sector is preferable Knowledge of Xplan and Microsoft applications desirable Excellent verbal and written communication skills Ability to use initiative and judgement to solve problems Ability to work towards all required deadlines and organising workloads accordingly A great understanding of the big picture of how a good Wealth planning practice operates Job benefits and perks Attractive salary package and bonus structure will be commensurate with experience You will be joining a dynamic team with an enjoyable work environment.
Fantastic work culture This role offers great career development opportunities in a fast-growing company based in the heart of the CBD.
If you are interested please Apply or send an email to ******
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