A great opportunity has arisen to be part of a well-established and long-standing Financial Services business. This is a permanent, full-time position located at our Head Office in Busselton.
Do you enjoy working on your own while interacting with a variety of clients Is it important to feel like you are making a difference Then the Financial Planning Practice Client Service Administrator (Associate Adviser) may be the perfect role for you. Using your administration experience, youll provide a complete administration service for the planners within the practice.
Your Skills and Qualifications
This position requires that you possess the following skills:
Previous experience gained within an administration/paraplanning /associate planner role, preferably within the Financial Services Industry
Proficiency with Financial Planning Software (XPlan) preferable
Excellent client service
Excellent communication skills, both written and verbal
Ability to work on own initiative, plan and organize workloads effectively to meet deadlines
Strong organisational & planning skills
A desire to develop and improve your knowledge of the Financial Services Industry through continuous learning and professional qualifications
Your Working Day
Your key role will be to deliver a proactive, efficient support service.
Your responsibilities will include:
Putting clients needs first is at the core of all we do. In providing this service you will assist our advisers in an associate adviser role by:
Preparing for appointments
Responding to client and adviser inquiries or administrative questions
Assist the adviser by collating relevant information for preparation of advice documents.
Maintain effective client relationships
Assist and support advisers in the advice process
Possess strong service and compliance orientation, and work proactively with other staff members
To maintain licensee compliance standards
25/11/2019$0Bunbury & South West1 Administration & Office Support
Apply for this job
Option 1: Use this option if you want to upload a new cover letter and a Resume file