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    Financial Planning Administrator - Sydney, Australia - Kaizen Recruitment

    Kaizen Recruitment
    Kaizen Recruitment Sydney, Australia

    Found in: Talent AU C2 - 1 week ago

    Default job background
    Part time
    Description
    • Growing wealth management firm
    • Collaborative & supportive workplace culture
    • Flexible working arrangements | Part-time

    Our client is a growing wealth manager who is currently looking for a Financial Planning Administrator to join their collaborative and dynamic team. The main purpose of this role is to support advisers and manage client queries and needs liaising with third-party providers and external advisers.

    Key Responsibilities:

    • Collaborate with advisers on client and account management and supporting other administrative tasks;
    • Participate in client meetings with Financial Advisers;
    • Improve internal process sheets for an orderly client management system;
    • Coordinate fund transfers, investment applications and redemptions through platforms including Netwealth, IRESS, and monitoring records in Kaplan;
    • Update regulatory documents such as Investor Certificates, Fee Disclosure Statements and Renewal Notices; AND
    • Support and learn from Senior Financial Advisers.


    Skills & experience

    • Bachelor's degree in Financial Planning or FASEA-approved course;
    • Experience working as a paraplanner, or associate adviser ideally;
    • Go-getter with a passion for financial planning, who is looking to develop their financial planning career long term;
    • Strong advice strategy knowledge, including insurance;
    • Excellent verbal and written communication skills;
    • Solid ability to build a strong rapport with clients; AND
    • Demonstrated experience with XPLAN software highly regarded.


    This is an excellent opportunity to work in a growing wealth management business. If you are interested in learning more about the opportunity, please contact Paris Deligianis at / or kindly apply via the link.

    #SCR-paris-deligianis
    Reference number:
    Profession:Wealth Management

    Company: Kaizen Recruitment
    Date posted: 17th Apr, 2024

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