Financial Planning Assistant - Sydney, Australia - IOOF Holdings

IOOF Holdings
IOOF Holdings
Verified Company
Sydney, Australia

2 weeks ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description

Date:22-Apr-2023
Location:Sydney, NSW, AU, 2000
Employment Type:Permanent Full Time- Position within Shadforth (Part of the Insignia Financial Group)

  • Work for a leading Wealth Management and adviceled organisation
  • Join a dynamic team and culture that values its people


Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures.

We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm.

Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.


At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.


The Opportunity


We are currently on the lookout for a self-motivated and enthusiastic Client Relationship Manager to provide professional administrative support to the wealth management activities of the business.

In this client facing role, you'll be working closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests.


This role also includes administrative support for the PWAs, including, scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks.

On top of the above, you'll also liaise with key stakeholders to ensure all client tasks are completed within set time frames - so if you like what you've read so far, we'd love to hear from you.


Secondly, you're proficient in using the Microsoft Office suite and previous expertise with XPLAN software it would be a bonus.

Lastly, at Shadforth we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and strong attention to detail will really help you hit the ground running in this actioned packed role.


Life at Insignia Financial


We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super.

We're available to all and we look after every client like they're our only client.

This is clearly reflected in our Purpose:
Understand me. Look after me. Secure my future.


Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams.

We encourage our people to have an impact on the broader community we serve through volunteering leave.


Benefits

  • Kudos employee benefits and reward scheme
  • Twelve week paid parental leave and childcare bonus
  • Recruitment referral bonus
  • Workplace giving donate to charity using pretax dollars
  • Professional memberships
  • Salary packaging and novated leasing
  • Access to discounted financial advice, mortgage brokers, will and estate planning and more
  • Private health insurance providers
  • Insignia Financial Day an additional leave day
  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._
  • Please be aware that IOOF is currently undergoing an Organisational Design process, which may impact future organisational structure._
- "Shadforth Financial Group"
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