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Advice Implementation Specialist

2 months ago

Sydney, Australia Advance Recruitment Partners Full time

**Top tier Advice firm seeking Financial Advice Specialist - 3 days per week.**

**Location**: CBD

**_ Essential - Permanent Residents of Australia (Permanent Positions)_**

Are you an experienced Financial Advice Professional looking for new opportunities. The ARP team is currently hiring for multiple positions.

If you are currently working as an Associate Adviser or a Client Service Manager and seeking a role with a clear career path into Advice, we have the perfect roles for you.

We are ideally looking for a part time (3 days per week) Implementation, advice specialist to join a highly regarded firm in the heart of the CBD.

**Roles Available**:

- CBD: Part time Implementation Specialist (Associate - Non-AR)

**Skills and Experience**:

- Essential knowledge of the Financial Planning Industry.
- Responsibilities include setting up new clients, maintaining existing clients, managing end-to-end administration of client portfolios, attending client meetings, and supporting senior advisers.
- Implementation of client paperwork for advice strategies (Superannuation, SMSFs, and Insurance).
- Support team peers by reviewing work prior to lodgement to ensure minimised errors.
- Diligently record all works in progress and correspondence with clients in the COIN / Xplan database.
- Build and maintain client relationships through regular communication.
- Act as the first point of contact for client queries.
- Liaise with fund managers, brokers, and share registries.
- Implement Advisers' directions efficiently and accurately.

**About You**:
Ideally, we are looking for a part time Financial Advice Specialist - 3 days per week.
- Enjoy working in a busy environment with a strong focus on client service.
- Attend client meetings, assisting senior advisers.
- Be a part of a highly regarded, top tier advice firm that offers sophisticated, complex advice strategies.
- Work with ultra/high NetWorth clients.
- Take ownership of tasks and follow through to completion.
- Demonstrate initiative, accuracy, and attention to detail with a client-friendly attitude.
- Proactively identify discrepancies with client data and take ownership to correct them.
- Strong written and oral communication skills.
- Minimum 2-3 years' experience supporting financial planners, taking on Associate Advice tasks.
- **_Completed or currently studying a Financial Planning degree (Pathway to PY) if desired._**
- If you have been working in a practice and you are ready to make the next step into Advice this could be the opportunity for you. This is a great opportunity to find yourself in a role where you are working alongside professional, experienced advisers who will guide and support your career. You will be involved in face-to-face client meetings, work on advice strategy and become an important conjugate between the adviser and the client._

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