About the Company:
Our client is a leading Financial planning firm that has been specialising in Wealth Creation and Retirement planning for over 35 years. They have grown into five office locations with over 3,500 clients across Australia and internationally.

They pride themselves on the great work life balance career development opportunities. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way.

The Role:

• Timely and accurate implementation of all advice documents
• Manage planner's diary, book appointments and preparing for meetings
• Develop and maintain relationships with fund managers and life companies
• Develop and maintain client relationships ensuring client queries are answered
• Processing new client packs including conducting analysis on client’s superannuation/investments
• Detailed understanding of client portfolio to deliver a detailed response
• Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
• Complete adhoc tasks and work on best practice strategies

Skills & Experience:

• MUST be Australian Citizen or Permanent Resident with full working rights
• Must have experience in the Financial Planning Industry
• At least 2+ years experience supporting financial advisers
• Experience with Financial Planning software; XPLAN, AdviserLogic highly regarded
• Excellent communication skills are required

Please apply if you are an adviser assistant interested in a confidential conversation, please apply and we will be in touch.