• Preparation of advice related documentation and application forms

• Submit and follow to completion applications related to financial plan implementation

• Client file management

• Implement advice strategy recommendations, including superannuation, insurance, and investments.

• Coordinate and prepare required documentation for new and existing clients across wealth creation and insurance using XPLAN.

• Liaise with platform providers, follow up underwriters and fund managers for outstanding documents/policy applications.

• Managing fund transfers, applications, redemptions and associated investment administration tasks

• Supporting advisers in managing client relationships and overseeing end-to-end implementation of advice

• Maintaining compliant and up-to-date client records, including file notes and meeting action items

Essential Skills:

• Proficient in Microsoft Office Suite, particularly Excel

• Strong knowledge of superannuation, investment and insurance products

• Experience in preparing Statements of Advice (SOA) and Records of Advice (ROA)

• Must have permanent right to work in Australia

• Valid police check required