Financial Adviser Support

Financial Adviser Support

We are a highly regarded, boutique family owned and managed financial advice practice, located in the Grosvenor Place building close to Circular Quay on George Street.

 

We are looking for a full time employee to join our tight-knit team and support our two licensed financial advisers.

 

This is a wonderful opportunity for someone looking to advance their career in financial services working in a small friendly office.

 

To be successful in this role you will have a solid understanding of financial planning administration.

 

Duties and responsibilities:

  • Assisting in the preparation of SoAs and RoAs using in-house templates and CCUBE
  • CRM/database maintenance and ensuring compliance of files
  • Assist with preparation of client valuations and review documentation
  • End to end management of client paperwork - from lodgment to implementation
  • Liaising with clients, product providers and platforms
  • Maintain compliance standards across advice process and ensure client files are compliant
  • Assist with answering client queries efficiently
  • Scanning of client paper files


Skills and experience:

  • Experience in a similar role in a financial planning practice
  • Computer literate with a good knowledge of Microsoft Outlook, Word and Excel
  • Some experience using Xplan or CCUBE
  • Understanding of financial markets would be helpful

 

Salary is around $50,000 but negotiable.

Applications close Friday 29th November.

25/11/2019 $0 Sydney 1 Banking & Financial Services
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