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.
