Financial Planning Administration Entry Into Wealth

2 weeks ago

Sydney, Australia Keegan Adams Full time

High performing team with reputation for superior client service
- Suit a graduate or administrator keen to develop a financial planning career
- Salary up between $60-75,000pa. Training & career development provided

A fantastic opportunity has just become available for a Junior Financial Planning Assistant to join the Wealth Management Division of this highly successful Accounting Group. This is a continually expanding business that pride themselves on their friendly and supportive working environment, as well as their superior levels of holistic client advice.

**Working as part of a friendly and supportive team, your main responsibilities will include**:

- Contact product providers to complete research on Investment, Superannuation & Insurance Products.
- Update client database software using XPLAN and NetSuite.
- Prepare Letters of Engagement for all new clients, and prepare Tax Packs for all mutual clients of the Wealth Management and Business Services Teams, in conjunction with Production manager.
- Assist the Wealth Team to prepare Review Packs for existing clients.
- Manage the Wealth Team inbox and distribution of mail to the relevant
- people/teams.
- Assist the Wealth Team with the execution of special projects including
- Business Improvement Projects as and when required.
- Support the Wealth Team in management of client data, scanning and saving
- documentation to the relevant sources.
- Ad hoc support to the Wealth Team

**To be successful in this position you should have**:

- Recently completed your undergraduate degree in Finance or Commerce (or similar discipline)
- Previous work experience in an administrative or client service service capacity, ideally gained from financial services (however other professional experience and/or internships will be considered)
- Diploma of Financial Planning (DFP) / RG 146 qualification is advantageous, however not essential.
- Exceptional communication skills, both verbal and written.
- A demonstrable interest in financial planning
- The desire and ability to work in a team environment.
- Intermediate computer skills.

**This is a fantastic career opportunity for someone looking to progress their career within financial planning. **In return for your hard work you will receive a generous salary, study assistance, a supportive team environment and genuine career development opportunities in future.

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