At a Glance
- Tasks: Support Financial Advisers and provide exceptional client service in a dynamic environment.
- Company: Reputable financial practice focused on comprehensive client advice.
- Benefits: Competitive salary, career development support, and flexible work options.
- Other info: Join a supportive team and build lasting relationships with clients.
- Why this job: Kickstart your career in financial planning with hands-on experience and growth opportunities.
- Qualifications: Passion for financial planning and strong organisational skills.
The predicted salary is between 45000 - 55000 $ per year.
- Client Services / Associate Planner - Graduate
- International Search Partners – Tamworth NSW
We are excited to present a great opportunity for a Client Services Officer / Associate Planner or Graduate, to join a highly reputable practice who provide comprehensive advice to a diverse client portfolio.
In this role, you will play a key part in supporting the Financial Advisers in completing the end-to-end advice process, ensuring efficiency, compliance, and a high standard of client service.
Your responsibilitieswill include
- Provide exceptional client service to the clients, assisting with inquiries.
- Follow up on completed documentation ensuring deadlines are met.
- Providing efficient, compliant and accurate support assisting in the development of strategic advice.
- Proactive interaction with clients and advisers to ensure all necessary information is up to date and current in client management database and in client account records
- Liaise with the Paraplanning team for completion of Advice documentation.
- Utilise Xplan for tasks and file notes along with AI technology.
- Desired experience
- You will ideally have previous experience within a Financial Planning or Accounting environment or a Graduate with a passion for financial planning.
- Good organizational skills with the ability to prioritize and schedule work tasks with minimum supervision.
- Excellent written communication skills with a high attention to detail
- Ability to work accurately within a fast-paced environment.
- Able to liaise and maintain relationships with clients and key stakeholders.
- Experience using technology, Microsoft Office Suite, Excel financial planning software such as Xplan and/or Salesforce, Microsoft Office.
- Tertiary qualification within Financial Planning, Commerce, Finance or Economics
This is a great career opportunity to further develop your skills within Financial Planning with a company who will support your development and career progression.
The practice is flexible as to the level of experience and is seeking a motivated individual who is seeking a long-term career path within the industry.
Remuneration is competitive and relevant to experience.
Client Services / Associate Planner - Graduate in Tamworth employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
