* Permanent, full-time role.
* $50,000 - $60,000 + Super, depending on level of experience.
* Close-knit, dynamic environment.
Our client is a long established and highly respected financial planning practice. Located in the CBD they cater to a wide-ranging client base, with a high commitment to personalised and professional service. On offer is an environment that is close knit, friendly and supportive of career development.
Reporting to and working directly with one of the practice's Senior Adviser/Business Principals, you will be responsible for providing excellent client service and efficient administrative support to existing and prospective clients.
Your primary responsibilities will include:
* Acting as the client liaison to approximately 150 existing clients and being a point of contact for the day-to-day queries from these clients relating to administrative issues;
* Assisting with existing client reviews, including scheduling, pre-review preparation and assisting with the production of Statements of Advice;
* Following up and completing all administration associated with the implementation of advice;
* Diary management for the Senior Adviser;
* Liaising with third parties such as fund managers, superannuation funds and insurance companies;
* Data base management.
The successful candidate will have strong client service and administrative experience; ideally possess a working knowledge of financial planning systems together, with an ability to develop strong client relationships.
To be successfully considered for this role you require;
* Excellent written and communication skills with a high attention to detail;
* Professional presentation and phone manner;
* Strong organisational skills, with an ability to multi-task;
* Ability to work both autonomously and in a team environment;
* A proactive attitude;
* Previous experience in Financial Planning;
* Previous experience with Xplan is essential;
* Basic knowledge and/or experience in Self-Managed Super;
* DFS qualification would be highly regarded.
To register your interest, please forward your application and resume to applynow@thehrroom.com.au
Please note: Only successful applicants will be contacted.