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Financial Planning Assistant

3 months ago

Perth, Western Australia IOOF Holdings Full time

Date:14-Feb-2023
Location:Perth, WA, AU, 6000
Employment Type:Permanent Full Time- Be part of a team and culture that values people

  • Excellent opportunity to add value in this influential role
  • A huge array of awesome employee benefits and incentives

The Role

  • Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group (SFG) service delivery strategy. The role is primarily responsible for providing professional and administrative support to Private Wealth Advisers and highquality service to clients.

Key Responsibilities:

  • Engage with clients, and in many cases be the first point of contact
  • Develop longterm rapport with your aligned clients and where appropriate, attend client meetings
  • Provide the highest quality proactive support to clients, Private Wealth Advisers and the Head Client Relationship Manager
  • Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports and Statements of Advice, as well as required paperwork and the subsequent management of implementation
  • Manage incoming and outgoing client correspondence
  • Adhere to our internal client and advice procedures
  • Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects

To Be Successful in This Role You Will Possess:

  • Ability to develop and maintain personable client relationships
  • Ability to operate within a collaborative team environment
  • Able to work under pressure and meet timelines
  • Excellent verbal and written communication skills
  • Excellent attention to detail

Benefits

  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive, and friendly culture
  • A range of corporate and lifestyle benefits

The Business

  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services.
We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._
  • Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure._