The Role and Duties:

Coordinating client financial progress meetings, research and preparation of financial information for presentation, construct client Records of Advice, and execute follow-up actions.

Implement Statements of Advice and execute changes and refinements to clients' investment, superannuation, and insurance with a high degree of accuracy.

Maintain Xplan CRM and task system for all client related information and service activities.

Liaise and communicate with clients to provide updates in a professional manner. Respectfully provide solutions that result in excellent client experience and a high level of satisfaction.

Opportunity for career progression and mentoring to expand duties and experience into other aspects of financial planning and practice operations.

Required Skills and Experience:

Minimum 1 year of experience in an office administration role, worked in a financial planning business, or in banking, accounting, legal, or mortage broking practice.

Experience using Xplan or similar CRM and financial planning software an advantage.

Knowledge of Netwealth platform preferred (or Hub24, Praemium, Macquarie, BT, Asgard, CFS).

Experience with AIA, TAL, or Zurich insurance platforms and products an advantage.

Tertiary qualifications in financial planning, commerce, business, accounting, or similar, considered beneficial but not essential.

Be a postive-minded person, and have a caring and amiable disposition. Have strong attention to detail and accuracy. Be well-organised, procedure-driven, and have ability to prioritise daily tasks and actions.

Beneficial to have an understanding of financial planning concepts, and the compliance and legal requirements within the industry.

Already have the right or visa to reside and work permanently in Australia.

Why Accumulate Wealth Management:

Accumulate Wealth Management is an independant and boutique financial advisory business located in Subiaco. The team work in a modern and natural light-filled office, with public transport and free parking close by. The practice is experiencing steady customer growth, high customer satisfaction and retention.

Accumulate specialises in holistic advice, financial planning, wealth management strategies, direct share investments, superannuation, SMSFs, retirement planning, personal insurance , and estate planning.

If successful, you will become part of a small close-knit supportive team, the satisfaction of being integral to the smooth day-to-day running of the business, and work in an environment that provides exposure to a variety of roles and tasks which further develop and grow your skills, experience, and career progression. There is a pathway to the 'Professional Year' for candidates seeking to eventually become a qualified financial adviser.

Accumulate has a flexible work hours policy to accommodate candidates seeking part-time (minimum of 3 days per week), school hours, student commitments, or full time roles.

Remuneration will be aligned to your experience and work hours. Accumulate has a reputation for paying team members well by industry standards and continually rewards progression.

Yes, I want to apply:

If you are interested in this role, please click apply and submit your cover letter and resume. Also advise your preference for working hours, which days, and expectations for salary.