Job Title: Support Officer for Financial Advisors
We are seeking a highly skilled Support Officer to provide administrative assistance to our team of financial advisors. This is an exciting opportunity for someone who is passionate about the financial planning industry and wants to make a real difference in people's lives.
About the Role:
The successful candidate will be responsible for providing exceptional support to our financial advisors, ensuring they have all the necessary information and resources to deliver high-quality advice to their clients. This includes tasks such as data entry, document management, and communication with clients.
Key Responsibilities:
* Supporting financial advisors in delivering excellent client service
* Managing databases and documentation to ensure accuracy and efficiency
* Communicating effectively with clients and internal stakeholders
* Assisting with implementation of financial advice recommendations
Requirements:
* 1+ year experience in a similar role supporting financial advisors
* Familiarity with superannuation, insurance, and investment advice platforms
* Xplan experience an advantage
* Excellent communication and organizational skills
Benefits:
This is a fantastic opportunity to work in a dynamic and growing business, with a focus on career development and growth. You will have access to ongoing training and professional development opportunities, as well as the chance to work with a talented and experienced team.
If you are passionate about making a difference in people's lives and want to take your career to the next level, please apply today!