Job Details
  • Reference377192E_1663567650
  • LocationEdgecliff
  • Job TypeFull Time
  • Posted7 days ago
  • ConsultantVivian Dang
About the Company:

Our client is a boutique that specialises on high net worth 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 high net worth clients who lack strategy to plan and grow their wealth in the most effective way.

The Role:
  • Timely and accurate implementation of all advice documents
  • Update XPLAN with client information including insurance details
  • Prepare claim forms, beneficiary forms, application forms and ensure life insurance nominations are up to date
  • Develop and maintain client relationships ensuring client queries are answered
  • Manage Insurance Review process
  • Detailed understanding of client portfolio to deliver a detailed response
  • Prepare all calculations for income protection insurance monthly benefits
  • Complete adhoc tasks and work on best practice strategies
Skills & Experience:
  • Financial Planning Industry experience is ideal but not necessary
  • Strong administration and attention to detail
  • Strong communication skills
  • Experience with Financial Planning software; XPLAN (ideal)
For a confidential discussion please email a copy of your updated resume.