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Financial Planning Coordinator
2 weeks ago
We are seeking a professional to join our Member Advice team, providing exceptional member experiences in the delivery of holistic financial planning advice.
This role plays a critical part in achieving our member service standards and involves coordinating and progressing the implementation of financial plans. You will work closely with our team of Advisers and Paraplanners to:
- Assist with member inquiries and build high-quality member relationships;
- Maintain accurate business records on Xplan;
- Prepare documents for appointments, quotes, and applications;
- Liaise with superannuation funds, insurance providers, and financial institutions;
- Prepare Statement of Advice (SOA) documents provided by Paraplanners;
- Work with Financial Planners, members, and other third parties to collect information necessary to produce statements of advice (SOA); and,
- Implement advice recommendations for members.
The ideal candidate will be an administrator with a track record of working swiftly and accurately to exceed member expectations. They will have a genuine interest in a career within financial planning/advice and meet the following requirements:
- Be degree qualified, preferably in a finance-related field;
- Have experience with Xplan or similar CRM software; and,
- Display excellent communication skills, attention to detail, and ability to maintain high standards when operating under tight deadlines.
We offer a supportive work environment, opportunities for professional growth, and a commitment to fostering achievement through development. This position enables you to make a meaningful impact in the lives of our members.
