Financial Planning Administrator - Sydney, Australia - Kaizen Recruitment

Kaizen Recruitment

Verified Company

Sydney, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Growing wealth management firm

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;
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 FASEAapproved course;
Experience working as a paraplanner, or associate adviser ideally;
Gogetter 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.

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