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Financial Planning Assistant

3 weeks ago

Hobart, Australia Insignia Financial Ltd Full time

Financial Planning Assistant

**Location**:HOBART, TAS, AU, 7000

**Employment Type**:Permanent Full Time
- Be part of a team and culture that values people
- Excellent opportunity to add value in this influential role.
- Based in Macquarie St, Hobart Permanent Full Time Opportunity.
- Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.
- At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

**The opportunity**to join our team**
- As a Financial Planning Assistant with Shadforth, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling, and confirming client meetings, preparing, and reviewing documents and providing support to clients while answering day to day queries.
- As you grow into the role, we’d love you to share any thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and process across Shadforth and Insignia Financial, including the use of Xplan. It’s a great role to get into the dynamic world of Financial Advice with career development opportunities for those who have a desire for longer-term career growth.
- Do you have administration experience and are ready to advance your career? Perhaps you’ve got a background in hospitality and a passion for providing a high level of genuine customer service where you always go above and beyond. If so then keep reading because we are looking for someone who’s a quick learner, has exceptional communication skills, strong attention to detail and a positive customer focused mindset.
- A people person who is always on top of their game, you’re adaptable, dependable, and resilient. You have a hunger for knowledge and a passion for growing and developing your career, you easily build effective relationships with everyone you interact with and take pride in all that you do. If you like the sound of learning from some great people who are experts in their field, then we’d love to hear from you.

**Key Responsibilities**:

- Engage with clients, and in many cases be the first point of contact.
- Develop long-term rapport with your aligned clients and where appropriate, attend client meetings.
- Provide the highest quality pro-active support to clients, Private Wealth Advisers, and the Head Client Relationship Manager.
- Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports, as well as required paperwork and the subsequent management of implementation.
- Manage incoming and outgoing client correspondence.
- Adhere to our internal client and advice procedures.
- Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects.
- Ad-hoc reception coverage, when needed.

**To be successful in this role you will possess**:

- Ability to develop and maintain personable client relationships.
- Ability to operate within a collaborative team environment.
- Ability to work under pressure and meet timelines.
- Excellent verbal and written communication skills.
- Excellent attention to detail.
- Proficient in Microsoft Office Suite of products.

**Make your move. Make your mark.**

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway - and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

**Showing up for every Australian**

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you - what matters to you, matters to us.

**To Apply**
- Applicants will be required to provid