Client Services / Financial Planning Administrator

Summary about this job

Detail information about job Client Services / Financial Planning Administrator. Terms and conditions vacancy

• This role will suit a champion all-rounder!
• Opportunity to make this role your own
• Real opportunity for growth

About the business

We are a well established professional services firm that offers our clients high quality accounting and financial planning solutions.

A rare opportunity exists within our financial planning business, where your future career and progression will be in your own hands. You will be required to fully own your role and offer creative ideas on how to enhance any process to increase productivity and efficiencies.  Clear growth opportunities exist to develop into a practice manager.

We are seeking an experienced, well organised and energetic person who has the ability to perform a diverse range of tasks.

You will draw on your high level of customer service, administration, coordination and communication skills to effectively support the business and our clients including the integration between the accounting and financial planning client bases.

This role will suit a champion all-rounder!

As a strong team player, you'll have a patient but pro-active mindset.

Flexible Full Time or Part Time Role

Your Key Responsibilities will include

• Assisting Advisers with the preparation of client strategies and advice documents
• Being the first point of contact on the telephone and greeting clients
• Attend to all administration task associated with financial planning
• Complete & accurate management of database via XPlan
• Attend to all matters necessary in implementing advice provided to clients.
• Actioning Xplan tasks daily, emails, distributing mail,etc.,
• Diary management
• PA type duties to the Director
• Liaising with Fund managers
• Preparing and maintaining client files and ensure compliance requirements are met to the highest standard
• Ensure accurate management reports
• Maintain client relationships through managing all administration enquiries from clients both face to face and over the phone
• Client services agreements, management of Opt In and FDS processes
• Client communications on a timely basis
• Arranging client reviews
• Communication & promotion of financial services to clients of the accounting business.
• General Practice Management

Benefits and perks

• Great location
• Friendly Professional Team
• Remuneration commensurate to experience
• Opportunity to make this role your own
• Real opportunities exist within the firm for career development
• We provide training & development in many areas.
• We promote work-life balance.

To be successful in this role you'll need

• Demonstrated experience in a similar role within a financial planning practice.
• Proficient in client strategy implementation
• A sound understanding of Compliance under FOFA
• Experience in using XPlan is essential
• A good understanding of superannuation
• Have exceptional attention to detail & accuracy is a must
• Formal qualifications or studying will be highly regarded
• Have exceptional customer service skills and a positive "can do attitude"
• Have excellent presentation and communication skills (written & verbal)
• Be highly proficient in Microsoft Office: Word, Excel, Outlook
• Ability to prioritise tasks and complete accurately
• Strong time management skills
• Have a desire to ensure the best outcomes for clients and colleagues
• Innovative approach to developing the role
• The ability to work pro-actively and autonomously