Job Details
  • ReferenceBH-144328
  • LocationQueensland
  • Salary$50000 - $65000 per annum
  • Job TypeFull Time
  • Postedabout 1 month ago
  • ConsultantAnson Lam
About the Company:
Our client is a boutique Financial planning firm with a tight knit team with caring staff. They pride themselves on the great work life balance and team culture. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. 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 with financial planning administration experience. 

The Role:
  • General administration support to the client service manager and financial advisers
  • Liaise with clients and providers on general matters
  • Client follow-up calls, send out Statement of Advice and third party authorisation calls 
  • Assist with reception duties 
  • Data entry into XPLAN ensuring client records are up to date
  • Manage planner's diary, book appointments and preparing for meetings
  • Develop and maintain client relationships ensuring client queries are answered
  • Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
  • Complete adhoc tasks and work on best practice strategies

Skills & Experience:
  • Must have experience in the Financial Planning Industry
  • Experience in superannuation, investments or insurance is desirable
  • Experience with Financial Planning software is desirable
  • Excellent telephone manner and relationship management skills
  • Down to earth and happy to assist with reception 
To apply please email your updated resume.