The role offers a unique opportunity to work in financial planning and gain experience across various aspects of advice, including insurance, superannuation, investments, and collaboration with professionals.
Key Responsibilities
* Prepare statements of advice and maintain accurate records
* Liaise with product providers for information gathering
* Process client applications and lodge them efficiently
* Manage client files to ensure compliance
* Handle inquiries and interact with administration platforms and fund managers
About the Role
* Proficiency in Microsoft Office is required, with knowledge of Xplan or similar systems preferred
* Bachelor's degree or Diploma in Financial Services (Financial Planning) is an advantage
* Minimum 1 year's experience in a similar role within Financial Planning or Wealth Management is desired
* Strong communication and teamwork skills are essential
* Ability to prioritize tasks and manage time effectively is necessary
* Desire to assist clients in achieving their financial goals is expected
What We Offer
A dynamic and supportive environment where you can grow and develop your skills, working collaboratively with experienced professionals to deliver exceptional results.