Financial Planning Assistant
1 week ago
Financial Planning Assistant
**The opportunity**
As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll 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 entry level administration role into the dynamic world of Financial Advice with career development opportunities for those who have a desire to propel their career.
It would be great if you have experience in a similar role, or maybe you're studying Financial Advice and looking for that first step in your career ladder. Perhaps you've got a strong background of administration and a passion for providing a high level of genuine customer service where you always go above and beyond. Throughout your career, you've developed great attention to detail, an ability to manage and prioritise multiple tasks and your written and verbal communication skills are second to none.
A people person who is always on top of their game, you're adaptable, dependable and resilient. Being a quick learner with 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 working for a company where you'll feel valued and supported, then we'd love to hear from you.
**Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day
**Life at Insignia Financial**
We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super. We're available to all and we look after every client like they're our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.
Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.
**To Apply**
Please submit your resume with a covering letter by clicking on **"."**
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.
Job ID 7218
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