Client Relationship Manager & Paraplanner

Do you have an interest in the financial planning industry
An opportunity exists for an enthusiastic, self-motivated person to join a Mildura based financial advisory firm, as a full-time Client Relationship Manager & Paraplanner. This role offers candidates excellent long-term career prospects in the financial advice industry.

The successful candidate will form part of an energetic, focused team working to deliver clients the highest levels of professional service.

The role will involve:

  • liaising with clients and third party service providers such as wealth managers, insurers and tax agents;
  • preparing and lodging applications for and transacting on investment accounts, superannuation accounts and insurance policies;
  • preparing reports for client reviews;
  • preparing compliant and well-presented advice documents using Xplan
  • handling inquiries from current and prospective clients;
  • assisting advisers in the implementation of advice strategies;
  • managing and coordinating adviser diaries;
  • maintaining client files and Xplan database;
  • contributing to evolving procedures documented for the business;
  • understanding and implementing industry regulation, licensee standards and workplace policies;
  • general reception and administration duties; and
  • assisting the team as required.

To be suitable for this role the candidate will have:

  • a personable and professional style with a proactive attitude;
  • strong verbal and written communication skills including quick and accurate typing skills;
  • the drive for efficiency in processes with the use of technology;
  • exceptional time management skills;
  • the ability to work independently and as part of a team;
  • willingness to take ownership of and accountability for achieving outcomes;
  • uncompromising attention to detail and excellent organisational skills, including the ability to deal effectively with multiple tasks;
  • proficient with Microsoft Office (Word, Excel and Outlook necessary with PowerPoint being a strong advantage); and
  • a desire to develop knowledge about the financial advice industry.

Partially or fully completed tertiary study &/or experience in financial planning or a related field would be an advantage.

Applicants must be willing to complete further study to enhance their knowledge and understanding of the financial planning industry.

Applications should be uploaded via Seek by 5:00pm Thursday 24th September.

All applications will be maintained with the strictest confidentiality.

**Please note that Mildura is located in North-West Victoria, approximately six hours from Melbourne** 

07/09/2020 $0 Riverland & Murray Mallee 1 Banking & Financial Services
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