Adviser Assistant / Paraplanner | WFH | $80-100k Package
This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally.
- NSW based Adviser (Sydney office)
- Comprehensive Financial Advice
- Mature Financial Planning business
Dynamic, innovative, fast paced business with a market leading management team.
A fantastic opportunity has arisen to be a member of a well established, successful and expanding Insurance and Financial Advice business.
You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.
The Position
The role is responsible for supporting the CEO / financial adviser of EFS (and others from time to time) in the business of advising and servicing clients in respect of their retirement planning, wealth management and life insurance policies.
The financial planner being supported is based in Sydney.
Responsibilities:
New business support:
- Paraplanning/research support
- Obtaining quotations from insurers
- Assistance with Statement Of Advice document preparation
- Following up outstanding medical requirements from customers or medical practitioners who are applying for insurance
- Assisting in completion of applications where required and scanning
Personal assistant support including setting up of meetings and filing of emails
- Liaising with insurers
- Supporting other staff in the national business
Ongoing customer service
- Following up on premium dishonours or outstanding rollovers
- Annual renewals and reviews
- Management of e-mails and telephone queries
- Assisting with changes to existing policies
- Other tasks as requested on a need basis
- Assisting with claims and other day to day administration
The Benefits
The opportunity to learn and work with a highly experienced Financial Planning specialist and apply your professional capabilities in a highly focused advice firm with strong existing client relationships.
Display your passion for Financial Advice in a business with a sole focus on providing outstanding advice and educational services.
Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career.
The Person – ‘YOU’
Ideal applicants will have 2-3 years or more experience in a Paraplanning or Administration role in the financial advice sector.
- Experience with Xplan preferred
- SOA / ROA preparation experience
- Experience in delivering high quality client service
- Excellent written and verbal communication skills
- Strong skills in Microsoft Teams, Word, Excel, and Outlook
- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
- Well organised with excellent attention to detail
- The ability to manage multiple tasks and deliver to deadlines
- An adaptable and flexible nature
- Strong problem-solving ability
Remuneration
A competitive salary is on offer dependent on qualifications and experience.
Contact us for a full position brief and details on the company.