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Client Services - Para Planner

Job Title: Client Services - Para Planner
Contract Type: Permanent
Location: Perth, Western Australia
Industry:
Salary: Apply with resume through advert now!
Reference: BBBH522_1590641857
Contact Name: Catherine Lanigan
Contact Email: recruitment@implicor.com.au
Job Published: June 04, 2020 11:56

Job Description


Career happiness at your fingertips with 'client first attitude'. High tech advisory firm.

GENERAL FUNCTIONS & TASKS

Will be provided in detail at client interview but will include - Facilitate the financial advice process from start to finish; Client meeting preparation - for both new and existing clients; Client Communication - phone calls, e-mails, and liaise with clients; Liaise with advisers to ensure all documentation received and completed correctly; Preparing client files for SoA production and annual reviews; Liaise with advisers to organise quotes. product comparisons and document preparation including SoA's, applications, payments, rollovers etc; Complete ongoing compliance checks and embrace a quality compliance culture; Adviser support - daily support, follow-ups and directed actions as required; CRM maintenance and accounts maintenance; Implementation of financial planning strategies including Insurances, Superannuation & Investment applications; FDS reports and Opt In management; Submit and prepare files for paraplanning, SA preparation; Facilitate product Comparisons and policy calls; Liaising with Advisers and other key stakeholders to ensure all client requirements are actioned; Some administration support including reception duties, answering phones, greeting guests and assisting with managing office supplies and mail requirements.

RELATIONSHIPS & AUTHORITY

Reports to Head of Advice and Key Accounts
Has authority and responsibility for efficient and friendly performance of duties

QUALIFICATIONS & EXPERIENCE

You will need to have experience within a financial advisory and/or superannuation firm.
Studies towards a Diploma in Financial Planning looked upon favourably.

TECHNICAL SKILLS/SOFTWARE KNOWLEDGE

Competent Microsoft office suite of software and financial planning software essential.

CLIENT OVERVIEW

Located in East Perth they are a high tech financial advisory firm.