Financial Planning Assistant

1 day ago

Maroochydore, Australia Ellerfield Full time

**Financial Planning Assistant/Associate**

Great opportunity to join the head office of a reputable Financial Planning Group with multiple locations. The team at Ellerfield deliver financial confidence and comfort to a retail clients helping them achieve their financial goals and quality lifestyle. With continuous growth we are seeking to appoint a new financial planning assistant to our team.

Your position will work closely with Financial Planners - assisting with the preparation for client meetings, researching appropriate investments within our existing offering, contributing to the development of robust client strategies, advice implementation and other paraplanning tasks.

**About Us**

Ellerfield is a dynamic and forward-thinking financial planning practice with the head office located in Maroochydore, Queensland. We’re a growing business that values positive, self-motivated, team players with an eagerness to deliver valuable advice outcomes to clients. We are looking for like-minded team members that enjoy a supportive and collaborative work environment that encourages personal growth and contribution.

A day in the life of your role:

- Preparation of documentation and client packs for client meetings
- Maintain accurate client files
- Detailed financial product and insurance advice research
- Administrative support and reporting
- Timely management of client appointments and client queries
- Contributing to team projects and discussions
- Researching existing financial and insurance products for recommendation
- Preparation of Statements & Records of Advice (SoA/RoA) using our dedicated planning software.

**Required Skills**:

- Attention to detail and accuracy;
- Excellent communication skills, both verbal and written;
- Advanced computer and technology literacy;
- Enthusiastic and positive personality
- Eagerness to deliver a high qualityhigh-quality service to clients and external stakeholders through reliable, timely responses

**Advantageous Skills**
- Experience working within a growing financial planning firm
- Experience using relevant financial planning software (AdviserLogic) and the ability to quickly learn new software
- Advanced technical knowledge of financial advice strategies and the desire for continued education
- Understanding of the compliance and regulatory framework of the industry

**Salary**: $67,000.00 - $70,000.00 per year

**Benefits**:

- Maternity leave

Schedule:

- 8 hour shift

Ability to commute/relocate:

- MAROOCHYDORE, QLD 4558: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (required)

Work Location: In person

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