About the Role
* Provide administrative support to financial planners in client meetings by arranging and coordinating documentation.
* Coordinate adviser diaries, book appointments for reviews and advice presentations, and follow business protocols.
* Assist in completing file notes and managing client records according to compliance standards.
* Prepare annual investment reviews and complete post-review actions.
* Create compliant client advice, Statements of Advice, and Records of Advice, interact with stakeholders, research, and paraplanning as needed. Ensure compliance checklists are complete.
* Monitor client accounts, key compliance dates, and cash holdings. Maintain client records on XPlan as per business standards.
* Act as a point of contact for clients, third parties, and internal stakeholders.
About you
* We're looking for someone with:
* A FASEA-approved degree or pathway
* Completion of mandated CPD training & development each year
* 12-18 months of experience in paraplanning or related financial services experience
* A working knowledge of investments and advice strategies, including superannuation consolidation, retirement, and personal insurance desirable
* Experience with Xplan and previous experience in a client-facing role