Who Are We?

Aspire2 Wealth Advisers is a leading financial planning practice offering holistic advice to a range of clients in the areas of superannuation, retirement planning, insurance, investments and mortgages. Aspire2 aims to take the complexity out of financial planning by 'Simplifying What's Possible' for our clients, our team and our community. We are excited to offer the right candidate the opportunity to join our highly experienced team.

Who are You?

We are seeking an individual who has experience in a financial planning practice, someone who can pick up new skills quickly and has a genuine interest in joining our team on a long-term basis.

You approach your day with a mature outlook and whilst you are happy to take direction from others, you are a confident decision maker when it comes to compliance and process.

The Role

The purpose of this role is to assist the financial advising team in meeting our client's needs and expectations by supporting them in day-to-day tasks.

Duties will include:

Managing client files and administrative functions with workflow co-ordination

Preparation of paperwork for Statements of Advice and working closely with out-sourced paraplanners

Preparation and implementation of advice documents and strategies

Assisting with the ongoing provision of services to our clients

Skills and Experience:

Experience in a financial planning practice

Exposure to Xplan, including WealthSolver and Xtools is desirable

Ability to prioritise workflow and manage deadlines

Excellent written and verbal communication skills, with an eye for detail

A great team player with a flexible can-do attitude

Aspire2 is an inclusive business that prides itself on growing our team organically and will actively provide support in helping you achieve your personal career goals.

If you are seeking your next challenge, working in a client-focused business with professional, friendly staff we encourage you to apply.