Attention all financial planning enthusiasts with a knack for making compliance exciting and client service legendary!

Picture this: you, surrounded by a team of dedicated and driven financial aficionados, all united by a common goal—to sprinkle financial magic and make clients’ dreams come true. Plutuss isn't just any financial planning firm; we are on a mission to revolutionize wealth-building strategies and on a serious growth path.

So, what do we value, you ask? Brace yourself for the ultimate checklist:

Honesty, Integrity, and Transparency

Accountability and Excellence

Collaboration and Teamwork

Compassion and Respect

But wait, there's more! What do you need to bring to the table? Buckle up, because it's quite the ride:

A passion for client service that rivals a puppy's enthusiasm for treats

Communication skills so smooth, they could charm the socks off a stockbroker.

A thirst for knowledge that puts Hermione Granger to shame.

The ability to juggle more tasks than a circus performer in a financial frenzy.

At least 5 years of experience as a financial services virtuoso (think of yourself as the Gandalf of financial planning)

Microsoft Office skills that would impress even Bill Gates

A knack for thinking outside the box (because sometimes you need to think inside the piggy bank)

Exposure to financial planning software (bonus points if you can turn DASH into a financial fairy godmother)

Now, what's in it for you? Prepare to be amazed by your future responsibilities:

Lead the implementation process for client files, overseeing platform and insurance applications, investment execution, establishment of Self-Managed Super Funds, bank account setup, and preparation of requisite documents.

Meticulously prepare all documentation for client review meetings.

Keep things running smoother than a buttered-up cheetah with strict adherence to processes, procedures, and workflow wizardry.

Maintain responsibility for meeting all compliance requirements.

Foster collaboration with advisers and management to ensure an exceptional client experience.

Team up with paraplanning and admin wizards for seamless collaboration that would make even Sherlock and Watson proud.

Provide comprehensive administrative support across various levels to address client, adviser, and overall business needs.

Interface with platform providers and fund managers to expedite and accurately process client files.

Supervise and optimize the client ongoing services agreement review program.

Ensure continuous compliance with regulatory requirements at both client and business levels.

Generate comprehensive review reports for client meetings, encompassing investments and wealth protection.

Communicate professionally with the grace of a butler, the warmth of a favorite aunt, and the speed of a pizza delivery guy when reaching out to our valued clients.

Assist in ad hoc projects as required.

In return, you will receive:

Amazing team culture

Career progression opportunities (if you want it)

Attractive salary and bonuses

Good work life balance (because balance is our middle name)

Fun & professional team

Flexible working arrangements

Time off on weekends (no..seriously)

So, if you're ready to dive into the world of financial planning with Plutuss, go on and hit the apply button. Your financial adventure awaits!

*Recruitment agents - Sorry! we won't be requiring your matchmaking services on this one.