Our clients:

Our clients are a well-established professional services firm operating out of Adelaide CBD offices. They offer their clients access to financial planning and accounting and business advisory.

They provide the opportunity for your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way. We are looking for someone who has experience supporting financial advisers or open to a Financial Planning Graduate looking to get their foot in the door. The position is full time however 4 day part time may be considered.

Joining this team will give you the opportunity to work with a number of advisers, paraplanners and a community team environment.

Your key tasks will be:

• Information management including uploading, entering and maintaining client data.
• Preparing paperwork to implement recommendations and process investment/superannuation lodgements and insurance applications.
• Direct share trading and term deposit management.
• Liaising with clients regarding their Centrelink income support payments.
• Manage the distribution of Financial Disclosure Statements and Ongoing Service Agreements annually, ensuring all fee consents remain up to date and in place.
• Manage adviser’s diary and schedule client appointments, both face to face and digital where required.
• Ensure compliance requirements eg fact finds and risk profiles are maintained as per licensee requirements.

Skills required:

• Must have experience working in Financial Planning firm OR hold a Financial Planning Degree
• Xplan experience is preferred.
• Self-directed and disciplined with strong ability to prioritise conflicting demands and deadlines.
• Excellent time management skills.
• Must be an Australian Citizen or Permanent Resident to apply.

Please Apply or email [email protected] your updated resume for a confidential conversation.