Practice Support

1 week ago

Melbourne, Victoria, Australia Capstone Financial Planning Full time
Who we are.

Established in 2002, Capstone Financial Planning is one of Australia's largest and most technologically dynamic financial services licensees.

We are highly respected with an outstanding professional reputation as a full-service licensee.

Capstone is focused on providing our financial advisers with all elements of support required for their specific stage of the business life cycle, as we understand that no business is the same.

The opportunity.

We have an exciting opportunity based in our Melbourne CBD Head Office for an experienced and enthusiastic administrator to join our Licensing, Education and Practice Support team.

Working directly with the Licensee Operations Manager you will be a key contributor to our ongoing growth and innovation through your proven administration abilities to support our financial planning licensing, adviser education and practice support operations.

The role offers excellent scope for you to display and enhance your current skill set whilst supporting the ongoing innovation of the overall business.

This exciting and self-fulfilling role requires:

  • proactive support of the Licensing, Education and Operations support services for our advisers and internal stakeholders.
  • ongoing support to our adviser recruiting and development process
  • administration assistance to our Adviser Education program
  • assisting the development and support of our dealer services program
  • supporting practice development needs in conjunction with Practice Managers
  • operational assistance with our Practice Analytical reporting
  • helping to create licensee business efficiencies through technology
  • driving the service and relationships with our partnered fund managers
  • supporting adviser / practice retention
  • operational support of acquisition and succession plans of our existing advisers
Why join us?
  • innovative, flexible, and enjoyable working environment
  • attractive remuneration
  • job security
  • great work/life balance
  • supportive environment
  • industry leading financial adviser and accountant value proposition
Skills & Experience.
  • min 2 years financial planning administration experience
  • experience across a variety of financial planning administrative functions
  • understanding of Financial Planning education requirements
  • sound financial planning process and compliance knowledge
  • strong relationship, communication and influencing skills
  • exposure to financial planning software (Xplan preferred)
  • highly organized and fully accountable
  • proven organizational skills and the ability to manage competing deadlines
  • tertiary qualified in a relevant discipline
How to apply

If you have the necessary skills and experience, we are looking for, we would love to hear from you

To register your interest in this exciting opportunity, please email click the 'APPLY' button and attach a copy of your CV and a detailed cover letter outlining your relevant experience, or email …and tell us why you are the one we are searching for.

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