Financial Planning Assistant

Summary about this job

Detail information about job Financial Planning Assistant. Terms and conditions vacancy

• Part Time or Full Time with Flexible Hours
• Work closely with a Financial Planner in a hands on role
• Work in a Boutique Financial Advice business in Sydney CBD

Main responsibilities for the role:

• Work closely with a financial adviser assisting with day to day administrative tasks
• Build and maintain relationships with clients, prepare advice documentation and research to support financial advisers and implement advice.
• Assist with the delivery of ongoing service in the provision of professional, compliant and quality advice to clients.
• Managing new and existing client's enquiries to optimise advisers' time with clients and ensure a positive client experience.
• Regular communication with clients and other business associates 
• Assisting to prepare Statement of Advice

The successful candidate should have:

• A minimum of 1 years experience in a financial industry or similar role
• High level of attention to detail and accuracy is a must 
• RG146 qualification (Diploma of Financial Planning) or a degree or working towards a qualification within the financial industry
• Proficient with Microsoft Office
• Previous experience Xplan, or similar financial planning software would be desirable.
• Good written and verbal communication skills
• Ability to manage time effectively
• Enthusiastic and willingness to learn
• Able to work independently, work under pressure and meet timelines