- Work for a leading Wealth Management and advice-led organisation
- Join a dynamic team and culture that values its people
- Launch your career in Financial Services
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
- Kudos – employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Insignia Financial Day – an additional leave day
Financial Planning Assistant - Hobart, Australia - IOOF Holdings Limited
Description
The Opportunity
The Financial Planning Assistant plays a crucial role in implementing Shadforth's client service delivery strategy. In this role, you will directly engage with clients, fostering and maintaining relationships with both new and existing clients while attending to their queries and requirements. Additionally, you will deliver outstanding service to Private Wealth Advisers (PWA) and members of the Shadforth Advice Team.
This position involves offering administrative support for PWAs, including scheduling client meetings, managing calendars, organising documentation for client reviews, maintaining client records, and handling various administrative tasks. furthermore, you will collaborate with key stakeholders to ensure the timely completion of client-related tasks. If this opportunity aligns with your interests, we encourage you to apply.
What we look for in successful candidates
Ideally you will have prior experience in a comparable role within the financial services or a related sector. Alternatively, if you have completed or are pursuing relevant qualifications in Business/Commerce, a Diploma of Financial Planning, and/or RG146 Compliance, it would enhance your application. As a seasoned professional, you exhibit qualities such as diligence, resilience, and a strong commitment to achieving positive outcomes for both clients and colleagues.
Secondly, proficiency in Microsoft Office Suite is essential, while previous familiarity with XPLAN software would be advantageous. Lastly, at Shadforth, we prioritise providing exceptional client service. Therefore, a focus on delivering excellence in client service, coupled with strong attention to detail, will enable you to seamlessly transition into this dynamic role.
A snapshot of some of our benefits
The Business
Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).