We are a dynamic, boutique financial advisory practice in the heart of South Perth with an exciting opportunity for a bright, innovative paraplanner | client service officer to join our team.
The successful applicant will be required to provide a variety of administration functions to keep the business running smoothly and should display exceptional personal and professional initiative, time management & organisational skills as well as a keen eye for detail.
Preferably, the successful candidate will have experience working in financial services in the past and be professional.
Duties & Responsibilities:
- Production of Statements of Advice / Records of Advice
- General Financial Planner support
- Liaison with a range of clients, providers, and prospective clients via telephone and email
- Liaison with superannuation, investment & life insurance providers
- Management of CRM systems
- Filing (all electronic)
- Lodgement and tracking of business
- Generating reports for client reviews with a financial planner
- Coordination of marketing campaigns
- Coordination of marketing and client appreciation events
- Other general office duties
Skills Required:
- Professional in presentation & communication at all times
- Experience with financial planning software such as Midwinter / AdviserLogic an advantage
- Strong oral & written skills
- Ability to multi-task
- Excellent time management skills
- Proactive & strong initiative
- Ability to learn quickly
- Strong ability to work independently
Essential Criteria:
- At least 12 months of experience in a Financial Planning practice
- Intermediate to advanced Microsoft Office skills (including Outlook)
- Strong IT skills and ability to learn new software quickly
- Experience with financial planning software will be considered a bonus
- Marketing/events experience would be a bonus
Working With Us:
- We have a friendly, dynamic work environment
- Working as part of a small team, you will have the ability to provide input into how things are run
- You are seen as a peer rather than subordinate to the Financial Planner or others
- Car parking is available onsite free of charge
