Financial Planning Assistant - Administration and Implementation
· Based in Norwest · Min 2 years recent administration experience in a Financial Advisory firm · Initially PT 2-3 days per week, growing to FT
Summary about this job
Financial Planning
Company: Crescere Partners Pty Limited
Location: Sydney
Work type: Part Time
Salary: n\a
Phone: +61-8-5578-5469
Fax: +61-2-5701-6396
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Assistant - Administration and Implementation. Terms and conditions vacancy
Crescere Partners is a fast growing service provider to the accounting and wealth advice industries – www.crescere.com.au
This is a very important implementation and administration role supporting our para-planners and advisers within the business, with the end to end preparation and implementation of financial advice (superannuation, investments, insurances, etc.).
We are growing at a very rapid rate and need an individual who can meet the challenges of this growth. This is not a hand holding position - you must be able to work with little supervision but be a team player, self-disciplined and self-confident and have the initiative to take appropriate action as required.
Key Responsibilities
- Work closely with the Financial Planner 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.
- Client portfolio reporting.
- Ongoing review implementations.
- Ongoing model portfolio additions and removals.
- Updating Clients on implementation status.
- Assisting to prepare Statement of Advice
Candidates will have all or most of the following attributes:
- A minimum of 2 years’ recent experience with a Financial Planning/Wealth Management firm
- RG146 qualification (Diploma of Financial Planning) or a degree or working towards a qualification within the financial industry
- Previous experience with AdviserLogic, or similar financial planning software, would be desirable.
- Has experience working in a financial services and wealth advice firm or dealer group.
- A demonstrated aptitude and or experience working with accountants in accounting firms
- Have written and spoken skills of a high level
- Is well organised and can prioritise work easily
- Have good presentation skills and be confident to present to others
- Has an ability to work well with others, however has an eye for detail.
- Be a team player who is confident and willing to except responsibility and execute through to completion
Crescere Partners is a successful team of highly skilled individuals. This is an early stage development role and you will have the opportunity to work with some of the most experienced professionals from the accounting and wealth advice industries.
We are an equal opportunity employer and happy to consider candidates from any stage of their working career. In the first instance please forward your resume and contact Jaya Ramachandran at [email protected].