Mad About LIFE is seeking expressions of interest for an experienced Financial Planning Professional to join our team in our freshly fitted out, bright and welcoming, Warrego Highway office space in the Lockyer valley QLD. It's an easy commute from the outer suburbs of Brisbane, Ipswich and Toowoomba - with views of the country side!

Mad About LIFE is a holistic & Self-Licensed Financial Planning firm, having grown organically from word of mouth since 2014.

We seek an enthusiastic and highly driven Financial planning professional to support our Principal Financial Adviser in the efficient delivery of holistic advice to our clients.

If you're an experienced Paraplanner / Client Service Manager with a high level of technical knowledge & Adviser logic experience, this may be the role for you.

An advanced level of Financial Planning knowledge, experience & a keen desire for continuing education & upskilling in the Financial Planning industry is essential.

The role:

You will efficiently manage the construction of holistic Financial Planning Strategies, including comprehensive research & documentation of a wide scope of advice.

You will assist with the preparation & delivery of Advice documents to new and existing clients with the assistance of a contract Para-planner & our client services team.

You will manage the flow of information between Mad About LIFE team members, clients and service providers. Including liaising with product providers to obtain product information and to ensure advice is presented and implemented in an efficient manner.

You will assist with meeting file notes, email management and task management on behalf of the Principal Adviser.

You will assist with maintaining client files/records with a high level of compliance in line with our processes and procedures.

You will assist with implementation, submitting Life Insurance applications and efficiently manage admin requests & underwriting requirements from Insurers.

You will complete other tasks as required by our Principal Advisor and management team.

To be considered for this role you must demonstrate the following:

Advanced level of knowledge and experience in the Financial Planning Industry.

A Personal Assistant / Executive Assistant Skillset will be highly regarded.

Be a confident and proficient user of digital meeting platforms including Teams and Zoom and have a high level of knowledge of Financial Planning Tools & Platforms

AdviserLogic experience is essential - or a keen willingness to learn the software before commencing the role will be required.

Be proficient in Microsoft Office Suite.

Be well presented and have strong written and verbal communication skills.

Be an exceptional listener & confident in communicating as required with clients.

You must be a permanent resident in Australia.

You must enjoy being an active team member of a small but very productive team

Most importantly, you must be passionate about helping people to achieve their financial goals. Technical Strategy and the construction of high quality, goal linked Financial Plans is your passion!

Please submit your resume with a cover letter expressing your interest in this role.