Senior Financial Planning Administrator
2 weeks ago
Senior Financial Planning Administrator
If you have experience in the following areas, we would love to hear from you.
Team Lead
- You can take some of the team leading duties - workflow management, allocation & reporting
- Train & coach less experienced team members
- You are comfortable communicating with the advice team and managing expectations
Implementation
- You are highly experienced in form preparation, including super, pension and ordinary investments for clients, companies, SMSFs and trusts
- You are exceptionally organised with lodgement and follow-up
- Implementation final check/audit
- You can report the team's work in progress to the advice team regularly
Compliance
- Terms of Engagement preparation
- Ongoing Service Agreement preparation
- Fee Disclosure Statement preparation
- Opt In Process - end to end
- Fee Consent Forms - end to end
Review Packs
- Prepare Review Packs
- Book Client Review Meetings
To apply for this role you MUST possess ALL of the following attributes:
- 5+ years in a similar Aust financial planning role using Xplan
- You are comfortable communicating with the advice team verbally
- You possess a positive attitude
- You are able to "hit the ground running" with basic admin & implementation tasks
- You can see gaps in information, you are resourceful and your attention to detail is exceptional
You will receive ongoing coaching, guidance and training with the opportunity to learn and develop your skills.
In our company, you will receive ongoing staff benefits. Our team is growing and you will be a valued member of a hardworking, fun team of people
If this role appeals to you, please email your resume to Hayley:
#J-18808-Ljbffr
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