Financial Planning Support

We are looking for a Financial Planning Support officer. You will be working with a small team at a highly respected and growing practice. The successful candidate will directly assist the financial adviser based on the Sunshine Coast.

The role would suit an individual with 1-3 years experience in a similar role, You would ideally have a good understanding of the Financial Planning Industry.

What we offer

Supportive team environment

Office hours 8:30 – 5:00pm

Early 4:30pm finish on Friday’s

Small and vibrant team

About the role

Assist Financial Advisers in the with client research, contact etc.

Preparation and implementation of financial advice

Implementing changes and documentation for client directed transactions from beginning to end.

Manage the overall client relationship and communication process.

Liaise with clients and advice team to help complete post meeting action items

Regularly update client database (WorkSorted & OneDrive) with current client information.

Client service and administrative support.

Direct contact both by phone and email to government departments such as Centrelink & Aged Care

To be successful in this role you would ideally have:

Experience working with clients

Insurance knowledge an advantage

Organisation and administration skills, ability to prioritise

Strong attention to detail

Ability to manage a task from inception to completion

Initiative and self-discipline

Strong relationship skills: in particular, empathy and excellent, comunication listening skills

Good communication skills (verbal and written)

Knowledge/Qualifications

A passion for a career in the Financial Services Industry;

Industry experience essential

Please send email detailing experience and suitability for the role including CV to [email protected]