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Financial Planner Assistant
3 weeks ago
Financial Planner Assistant / Client Services OfficerJoin our team and continue building a successful career in financial planning
About UsSmart Start Financial Services is a dynamic and forward-thinking financial planning practice located in Glenorie, in Sydney's northwest.
A second office is planned for Toowoomba within the next 12 to 18 months, and the successful candidate can be based at either location.
We also operate a second financial planning business, and while you will be employed under Smart Start Financial Services, you will be required to work across both practices.
We are a small yet growing business that values strategic, personalised financial advice and are committed to the development and success of our team members.We offer a supportive and collaborative work environment.Ongoing professional development and training opportunities.Competitive salary packages, commensurate with your experience.Flexible work arrangements to support a healthy work-life balance.ResponsibilitiesImplement advice recommendations for new clients, ensuring accuracy and timelinessManage client applications, including :Insurance applicationsSuperfund establishment and rolloversInvestment accountsSelf-managed super fundsVarious other areasCollaborate with product providers as necessary, escalating issues when required.Maintain accurate client records and files to meet compliance standardsCultivate strong client relationships through proactive communication and serviceFollow up with advisers / paraplanners and clients on outstanding items and action pointsSupport other team members with administrative tasks and document review to contribute to process improvementsProvide suggestions for enhancing efficiency and service qualityProfessionally handle client inquiries to maintain our strong relationships and high-quality serviceLiaise with new clients to gather necessary information and documentationAssist advisers by scheduling meetings and preparing relevant reportsRequired SkillsStrong attention to detail and accuracyExcellent communication skills, both verbal and writtenExcellent computer and technology literacyGood time management skills and organisationAbility to work unsupervised and solve problems independentlyEnthusiastic and positive personalityAbility to form trusted relationships with clients, network, and external stakeholdersAdvantageous SkillsMinimum of 2 years' experience with the implementation of financial adviceExperience using relevant financial planning software (Xplan, Intelliflo) and the ability to quickly learn new softwareAdvanced technical knowledge of financial planningComprehensive understanding of the compliance and regulatory frameworkKnowledge and experience in financial planning processes and industry practicesJ-18808-Ljbffr
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