XTN-B5A5933 | CLIENT EXPERIENCE ASSOCIATE (ONGOING SERVICE)

Join our team as a dedicated Financial Planning Assistant, where you will play a crucial role in supporting our financial advisors by managing and preparing vital documentation and client interactions. This position is pivotal for maintaining high standards of client service and operational efficiency within the financial planning sector.

This position offers the unique opportunity to work within a dynamic, supportive environment that fosters professional growth and learning. You will gain hands-on experience with advanced financial planning tools and direct client engagement, enhancing your career prospects in the financial services industry. Additionally, our flexible work policy allows for a balanced approach to office and remote work, ensuring you can manage personal and professional commitments effectively.

• Support the preparation of review documents and financial service guides for client meetings.
• Manage the completion of Fee Disclosure Statements (FDS) and Opt-in documents ensuring compliance with regulatory requirements.
• Verify and review all client documentation post-onboarding to ensure accuracy and completeness.
• Engage with third-party providers and financial institutions to facilitate client financial activities.
• Conduct detailed research on various financial products including superannuation, investments, and personal insurances to support client financial strategies.
• Maintain precise records of client and provider information in accordance with compliance standards.
• Organize and schedule client appointments and manage follow-ups.
• Provide proactive customer service by quickly addressing client inquiries and building strong client relationships.
• Manage client data within a CRM system to ensure efficient tracking and servicing of client portfolios.
• Engage directly with clients through various communication channels including Zoom, phone calls, and online messaging to provide high-quality service.
• Handle administrative tasks and other ad hoc requests as needed to support team efficiency.

• At least 2 years of work experience, with a minimum of 12 months in an Australian Financial Planning company.
• Completion of at least 2 years in any undergraduate degree program.
• Proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint).
• Strong communication and research skills.
• Ability to self-manage, prioritize tasks, and adapt to changing priorities.
• Must have a reliable Wi-Fi connection of at least 50 Mbps.

• More than 2 years of experience in a Financial Planning company in Australia is preferred but not required.
• Qualifications in paraplanning or financial planning are highly regarded.
• Experience with Netwealth platform and Salesforce CRM is beneficial.
• Skills in direct client communication through email, phone, and SMS.
• Capability to prepare and implement client advice documentation, including handling asset and insurance transfers/withdrawals.