Financial Planner Assistant

1 day ago

Sydney, New South Wales, Australia Buscojobs Full time

Financial Planner Assistant / Client Services Officer

Join our team and continue building a successful career in financial planning

About Us

Smart Start Financial Services is a dynamic and forward-thinking financial planning practice located in Glenorie, in Sydney's northwest. A second office is planned for Toowoomba within the next 12 to 18 months, and the successful candidate can be based at either location. We also operate a second financial planning business, and while you will be employed under Smart Start Financial Services, you will be required to work across both practices. We are a small yet growing business that values strategic, personalised financial advice and are committed to the development and success of our team members.

We offer a supportive and collaborative work environment.

Ongoing professional development and training opportunities.

Competitive salary packages, commensurate with your experience.

Flexible work arrangements to support a healthy work-life balance.

Responsibilities

Implement advice recommendations for new clients, ensuring accuracy and timeliness

Manage client applications, including :

Insurance applications

Superfund establishment and rollovers

Investment accounts

Self-managed super funds

Various other areas

Collaborate with product providers as necessary, escalating issues when required.

Maintain accurate client records and files to meet compliance standards

Cultivate strong client relationships through proactive communication and service

Follow up with advisers / paraplanners and clients on outstanding items and action points

Support other team members with administrative tasks and document review to contribute to process improvements

Provide suggestions for enhancing efficiency and service quality

Professionally handle client inquiries to maintain our strong relationships and high-quality service

Liaise with new clients to gather necessary information and documentation

Assist advisers by scheduling meetings and preparing relevant reports

Required Skills

Strong attention to detail and accuracy

Excellent communication skills, both verbal and written

Excellent computer and technology literacy

Good time management skills and organisation

Ability to work unsupervised and solve problems independently

Enthusiastic and positive personality

Ability to form trusted relationships with clients, network, and external stakeholders

Advantageous Skills

Minimum of 2 years' experience with the implementation of financial advice

Experience using relevant financial planning software (Xplan, Intelliflo) and the ability to quickly learn new software

Advanced technical knowledge of financial planning

Comprehensive understanding of the compliance and regulatory framework

Knowledge and experience in financial planning processes and industry practices

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