Aso4 Advice Officer

5 months ago


Adelaide Region SA, Australia DFP Recruitment Services Full time

**Job description**:
**The Opportunity**

We are currently seeking a Financial Advice Administration Officer to join our State Government client within the Brand & Member Engagement Business Unit.

**The Role**:
The Advice Administration Officer is responsible for the delivery of all functions associated with a member’s financial advice cycle including preliminary investigation, liaison with financial advisers and implementation of advice.

Key result areas include low error rates in information gathering and implementation of advice recommendations. A high standard of customer service and both verbal and written communication when working with our members.

**Key responsibilities include but are not limited to**:

- Triage and assessment of member referrals to ensure the appropriate financial information or advice channels are suggested.
- Taking inbound calls and making outbound calls to members e.g. speaking with members on the phone to book appointments for the IFS planners.
- Reception duties to greet members when they arrive for their appointments.
- Administration components for financial advisers including preliminary investigation and establishing member profiles in the financial planning software.
- Completing third party authorities for Super SA members who are receiving advice from IFS financial planners.

**About You**:
In addition, you will demonstrate the following skills and experience:

- Experience working with a superannuation fund or financial advisory practice.
- Experience providing a member/customer focused service.
- Proven ability to work effectively under limited direction and supervision, identify priorities and respond receptively to change.
- Experience providing support and disseminating agency knowledge and experience across multiple teams.
- Sound knowledge of the financial advice process.
- Experience working with Xplan software will be desirable.

If you have previously registered with DFP and meet the above criteria, please contact your DFP Consultant.

Petros Tzimis - 8400 4416

Note: You may be required to provide evidence of your COVID-19 vaccination status.



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