Financial Planning Assistant

1 week ago

Sydney, Australia Insignia Financial Ltd Full time

Financial Planning Assistant

**Location**:SYDNEY, NSW, AU, 2000

**Employment Type**:Permanent Full Time
- Be part of a team and culture that values people
- Excellent opportunity to add value in this influential role
- Sydney location - just above Gadigal Metro Station, 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**

We are currently on the lookout for a self-motivated and enthusiastic Financial Planning Assistant to provide professional administrative support to the wealth management activities of the business. In this client facing role, you’ll be working closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests.

This role also includes administrative support for the PWA's, including, scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks. On top of the above, you’ll also liaise with key stakeholders to ensure all client tasks are completed within set time frames - so if you like what you’ve read so far, we’d love to hear from you.

Secondly, you’re proficient in using the Microsoft Office suite and previous expertise with XPLAN software it would be a bonus. Lastly, at Shadforth we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and strong attention to detail will really help you hit the ground running in this actioned packed role.

**To Apply**
- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._

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