Position summary
We’re looking for a part-time employee (3 days or equivalent minimum) who is passionate about a career in financial services, looking to develop and grow within a supportive and welcoming team, passionate about helping people in our community and most importantly, great to work with for us and our clients.
The primary role of this position is to provide advice implementation services, administrative support and assistance to our fast-growing business as required to continue delivering an exceptional experience to our clients.
This will include electronic and/or paperwork to implement financial plans, communicating with product providers to confirm accurate implementation and attending to client queries.
Career Pathway
As upcoming leaders in our industry Future Focus is growing fast. This provides an opportunity for our early hires to grow and develop with us. We are hiring to add to our core team for the long-term.
A successful applicant will be provided the training and support to effectively use the technologies and systems within the business, as well as product specific training to facilitate the implementation of financial advice for our clients and meet the administration requirements of the business.
Success in this role can lead to a senior role within business operations, a transition across to paraplanning, or simply a fulfilling career excelling in client services.
As your skills develop further and you discover what you love we will do what we can to develop a role within Future Focus to ensure you excel as we work together towards the future you desire.
Business and team summary
We launched our business almost 7 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help loved ones and our wider local community through financial advice towards the future they desire.
Our small team of 7 have between us 60 years’ experience in Financial Planning in the Illawarra.
Our work is demanding yet rewarding, and we love doing it together. We are friendly high-achievers that deliver for our clients and community – all while looking out for each other, rewarding effort along the way, and providing tailored personal and professional growth opportunities.
We believe we represent what Financial Planning should be rather than what it once was, and our success in our first 7 years is a testament to that, building a strong base of clients and advocates who love what we do.
Our business continues to evolve through industry leading approaches to client focused advice, technology, values-based investing, staff incentives and development, and business management.
We are currently the only financial planning business in the Illawarra specialising in ethical investing and members of the Ethical Advisers Co-Operative. When we talk values with our clients, we use expertise, industry leading software, and our experience as a framework to understand what is important to them when choosing how to invest.
Primary activity profile
* Administration – record keeping, phone/email-based reception duties, projects as required, ordering equipment/stationary.
* Applications – complete application forms/paperwork for clients. Meet with clients to complete insurance, super, and investment application forms face to face and follow up to completion.
* Enquiries – client administration and implementation related enquires via phone/email.
* Implementation – prepare and lodge paperwork on behalf of clients and follow-up with third parties to confirm accurate implementation.
* Research – complete product research calls with third party providers (e.g., external super funds, insurance companies, accountants, mortgage brokers, investment queries).
* Other – activities as delegated by management.
Primary responsibility profile
* Providing clients with an exceptional experience.
* Always maintaining a high standard of professionalism and integrity, especially in all dealings with our clients and our team.
* Preparing and lodging advice implementation paperwork within agreed timeframes.
* Ensuring the day-to-day requirements of the business are efficiently and effectively managed.
* Providing ongoing feedback to management on how any process and procedures can be improved to enhance the client experience and to improve the efficiencies within the business.
* Continued, ongoing training and upskilling to keep up to date with legislation, licensee standards, products, software, compliance, education, as required for the role.
* Other responsibilities as delegated by management from time to time.
Qualifications, experience, and skills profile
The following experience is necessary for this position:
* 2 years’ experience in financial advice implementation or 5 years in a financial services role.
* Client service experience including general enquiries, booking appointments, managing expectations, and experience managing high work volumes.
* Experience in the preparation and submission of superannuation, and investment applications and updates.
* High level proficiency with Microsoft Office, particularly Word, Excel, and Outlook.
The following skills are necessary for this position:
* Being a good human.
* Great attention to detail.
* Energy and enthusiasm.
* Excellent time management.
* A passion for customer service.
* Active listener and clear communicator.
* An ability to learn and adapt to evolving new technologies (e.g. Copilot)
The following qualifications are desirable for this position:
* A relevant university degree (Commerce related) or TAFE courses in Business Administration.
The following experience is desirable for this position:
* Experience with XPLAN software.
* Experience in the completion of insurance applications.
* Experience in the completion of and managing personal insurance claims for clients.
Benefits we offer
* A part-time, permanent position with potential for a full-time role.
* Remuneration that progresses as you do.
* Staff Incentive Scheme sharing the successful achievement of business goals.
* Excellent career progression and growth opportunities.
* Ongoing training and development.
* Hybrid work environment between the office and work from home.
* A rare opportunity to join the forefront of ethical investment advice.
* A core role within an innovative, growing business working to become leaders in our industry.
Other benefits we provide to our team are highlighted at https://www.futurefocusfp.com.au/careers.
This position
* Reports to Jarryd Vinton and Kevin McDonald (Principal Advisers/Directors)
* Receives reports from: N/A