We are seeking an experienced Financial Planning Support Professional to join our team. As a key member of the support team, you will provide full assistance to financial planners in a dynamic and collaborative environment.
Key Responsibilities:
* Support financial planners with client queries and requests
* Handle compliance processes including OFA and annual agreements
* Implement advice for clients
* Manage client databases using Xplan
* Complete investment portfolio reconciliations
* Manage projects such as bulk client updates and communications
* Follow up with clients and product providers
* Perform ad-hoc administration tasks and assist with client queries
About You:
* Minimum 3 years experience in a similar role
* Relevant degree preferred but not mandatory
* Experience using Xplan
* Familiarity with various areas of financial advice such as superannuation, personal insurance, investments, and retirement planning
* Experience with FDS and fee agreement processes
* Previous experience completing implementation of advice
This is an exciting opportunity for an experienced professional to take their career to the next level.
Salary: circa $70,000 - $75,000 + super.