Financial Planning Assistant

7 days ago

Sydney, New South Wales, Australia IOOF Holdings Full time

Date:28 Feb 2024
Location:
Sydney, NSW, AU, 2000
Employment Type:Permanent Full Time
The opportunity


As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients.

This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing documents and providing support to clients while answering day to day queries.


As you grow into the role, we'd love you to share any thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and process across Shadforth and Insignia Financial, including the use of Xplan.

It's a great entry level administration role into the dynamic world of Financial Advice with career development opportunities for those who have a desire to propel their career.


Are you studying Financial Advice and looking for that first step in your career ladder? Perhaps you've got a background in hospitality and a passion for providing a high level of genuine customer service where you always go above and beyond? If so then keep reading because for this role we are looking for someone who's a quick learner, has exceptional communication skills, strong attention to detail and a positive, 'can-do' attitude.

A people person who is always on top of their game, you're adaptable, dependable and resilient.

You have a hunger for knowledge and a passion for growing and developing your career, you easily build effective relationships with everyone you interact with and take pride in all that you do.

If you like the sound of learning from some great people working for a company where you'll feel valued and supported with loads of career development opportunities, then we'd love to hear from you.


Benefits

  • Kudos employee benefits and reward scheme
  • Twelve week paid parental leave and childcare bonus
  • Recruitment referral bonus
  • Workplace giving donate to charity using pretax dollars
  • Professional memberships
  • Salary packaging and novated leasing
  • Access to discounted financial advice, mortgage brokers, will and estate planning and more
  • Private health insurance providers
  • Insignia Financial Day an additional leave day

Life at Insignia Financial


We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super.

We're available to all and we look after every client like they're our only client.

This is clearly reflected in our Purpose:
Understand me. Look after me. Secure my future.


Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams.

We encourage our people to have an impact on the broader community we serve through volunteering leave.

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._

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