Financial Planning Assistant

1 month ago

Sydney, New South Wales, Australia IOOF Holdings Limited Full time
Unlock Your Potential in Financial Planning

Are you a motivated and detail-oriented individual looking to kick-start your career in financial planning? Do you have a passion for delivering exceptional client service and a strong desire to learn and grow? If so, we have an exciting opportunity for you to join our team as a Financial Planning Assistant.

About the Role

As a Financial Planning Assistant, you will play a vital role in supporting our financial planners in delivering high-quality advice to our clients. Your primary responsibilities will include:

  • Engaging with clients and providing exceptional support to ensure their financial planning needs are met
  • Developing and maintaining strong relationships with clients and internal stakeholders
  • Assisting with the preparation of client reports, statements of advice, and other documentation
  • Managing client correspondence and ensuring timely responses to client inquiries
  • Collaborating with the team to achieve business objectives and improve processes
What We're Looking For

We're seeking a highly organized and communicative individual who is passionate about delivering exceptional client service. To be successful in this role, you will possess:

  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong attention to detail and organizational skills
  • Proficiency in Microsoft Office Suite and other relevant software
Why Join Our Team?

At IOOF Holdings Limited, we're committed to helping our people grow and develop their careers. As a Financial Planning Assistant, you will have the opportunity to work with a talented team of professionals, develop your skills and knowledge, and contribute to the success of our business. We offer a dynamic and supportive work environment, competitive remuneration, and a range of benefits to support your well-being.

If you're a motivated and detail-oriented individual looking to kick-start your career in financial planning, we encourage you to apply for this exciting opportunity. We look forward to hearing from you

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