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Financial Planning Administrator

Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Camberwell, Victoria
Industry: Insurance & Wealth Management
Reference: BBBH8054_1551681779
Contact Name: Amy Hatfield
Contact Email: ahatfield@fuserecruitment.com

Job Description

Our client is a highly-respected financial services business with a long-standing reputation for providing exceptional customer financial advice. We are seeking a Financial Planners Assistant to come in and support the Managing Principle of the firm with daily administrative tasks as required.

What's on offer:

  • Negotiable remuneration package, dependent upon experience
  • Excellent working environment and team-based culture
  • Career progression for candidates who want to become a Financial Planner

Key Responsibilities:

  • Assist with implementation and administration duties that are performed with processing client paperwork as required
  • Assist with building and maintaining client relationships via email, face to face and telephone
  • Providing exceptional customer service to our clients and other stakeholders
  • key fund managers and intermediaries
  • Preparation of information for client meetings and post meeting activities
  • Managing the implementation process of our advice.
  • Assisting company advisers

To be considered for this role, you will require the following skills and attributes:

  • Experience in a financial planning firm or alike business
  • Strong rapport-building skills
  • Strong administrative skills, with the ability to plan and prioritise tasks to meet deadlines in a fast-paced environment
  • Enthusiastic to assist, while being motivated to work towards the next step in your career
  • Able to maintain a high standard of compliance
  • Experience in the preparation of reports

Don't miss out on this exciting opportunity to progress your career. For a confidential discussion or to apply please contact Amy Hatfield at Fuse Recruitment on 0435 727 524 or hit the apply button below.

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