The Company & Culture
Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across various financial services, lending, accounting and insurance. Itis acommittedteam environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.
The Role
You will provide professional and proactive support to the Financial Planning team to enhance their client relationships and ensure they are well-equipped to deliver quality and appropriate Financial Planning support to clients. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into Xplan
- Hands-on role assisting the team with the implementation of advice
About You
You are proactive and use your initiative to create successful client outcomes. You may have experience in Financial Planning today or a proven track record in client support in a similar professional services environment. The successful person will have:
- Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Must have experience with XPLAN
This could suit a career CRM/CSO or someone who is looking to progress to advice or office management
Benefits
- Work within a large professional office space
- WFH 2-3 days per week on offer
- Up to $100,000 package for experienced individuals,reviewed annually
What Next?
Please click onAPPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Ben on0400302396.
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