About us:

My Wealth Solutions is a growing multi-award winning boutique financial planning firm with a family-owned spirit at heart. Founded in 2011 with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the My Wealth Solutions team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that’s all while making time in our busy calendar for team building and social events.

About the Role:

We are on the hunt for a driven and enthusiastic person to join our fast-paced Review team. In this role, you will be working closely with the Adviser team to review and summarise our client's financial situation to ensure they are on track to achieve their financial goals and targets. This role is an attractive opportunity for a candidate with excellent attention to detail, a positive attitude and a desire for a career in Financial Planning.

Key Responsibilities:

Create client Wealth review documents compiling the client’s current situation, projections, portfolio analysis and how they are tracking towards their goals.

Provide clients with a Wealth Review document following their review appointment with the adviser

Complete client & adviser requests following the review meeting.

These can include (but are not limited to):

Setting up investment portfolios and aiding with transfer instructions

Submitting of insurance quotes, increases & decreases, cancellations

Rebalancing of funds held in client portfolios

Liaising with mortgage brokers & property specialists

Completing withdrawals

Other ad hoc administration tasks

Ensure all compliance needs are met with a high standard and in a timely manner, producing EFDS documents where required.

Maintain exceptional, concise communication with clients throughout the processes

Confidently provide detailed & accurate research and calculations for the Adviser

Think laterally to ensure best practice is carried out to grow and improve the business processes

Positively contribute to team huddles and meetings demonstrating a collaborative team attitude

Our Ideal Candidate Will Have:

An interest in a career in a growing Financial Planning firm

Industry experience is welcomed but not required

Experience using XPlan or other similar software (preferable)

Excellent organisational, communication and interpersonal skills.

Demonstrate a proven ability manage a high volume and fast paced environment

Excellent presentation and a polite, professional manner

Proven strong attention to detail

Proven ability to work both in a team and autonomously

A driven focus on process improvements and achieving set projects outside of your daily responsibilities

Benefits

A fun, fast-paced, and open-minded team that values ongoing training and coaching.

Support from a team of experienced professionals.

Regular team building and social events.

As a family business, we want to help our team members achieve their full potential. This is what we offer in return:

A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training. Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.

If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter. Please note cover letter is a must if we are to assess your application.