Financial Planning Assistant

3 weeks ago


Frenchs Forest, New South Wales, Australia Advance Recruitment Partners Full time
The Opportunity

We are seeking a highly motivated and organized individual to join our team as a Financial Advice Assistant. This is an excellent opportunity for someone looking to develop their skills and knowledge in the financial planning industry.

Key Responsibilities
  • Prepare client files for meetings and conduct comprehensive research of products to address client's financial needs and alternatives.
  • Assist with the preparation of advice documents for clients and collect supporting documentation required.
  • Use XPLAN and engage with the paraplanner in the advice document preparation.
  • Liaise with advisers, solicitors, paraplanners and various Business Development Managers to stay well informed of any changes.
  • Maintain high quality customer service.
The Benefits

We offer a supportive and inclusive work environment, opportunities to develop and learn, and a competitive salary package. You will have the opportunity to work closely with experienced financial advisers and progress into an Associate role.

Requirements
  • Qualification in financial planning is desired.
  • Client Services Officer experience.
  • Knowledge of handling Xplan and CRM platforms.
What We Offer

We are committed to providing a supportive and inclusive work environment. We offer opportunities to develop and learn, and a competitive salary package. If you are looking for a dynamic organization with genuine long term prospects for the future, please apply now.



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