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Job details

Location: NSW - Sydney
Discipline:
Reference: Ad-36312
Posted: 23 days ago

Job description

Overview:
The position will bolster a support team, providing technical support to a team of 3 Advisers. You will be expected to work with independence and complete SoAs and RoAs in a timely, compliant manner

The Position:

  • Coordinate and manage new and existing client work-flows
  • Oversee development and renewal of Statements of Advice, Reviews and client facing documents
  • Accompany Adviser on client meetings and engage throughout.
  • Support clients as first / second point of contact on any queries they have.
  • Perform fact-finds and Develop robust financial strategies based on these
  • Maintain a solid, compliant work ethic; ensuring you remain methodical and organised in your day-to-day duties


Requirements:

  • Excellent compliance and technical knowledge, gained from 3-5 years of previous role within paraplanning
  • Strong grasp of financial planning software systems and Platforms Inc. Xplan
  • Interpersonal skills that will contribute to building successful relationships with clients and add to a terrific office culture.
  • Relevant Financial Planning qualifications


What to do next
If this sounds like the role for you, please submit your Resume along with a detailed cover letter as to why you are suitable. Successful applicants will be invited in for a face to face before submission.