Client Support Administrator | Financial Advice | $80k + Super neg.
Grow your Financial Planning career with a highly successful, fast paced advice business offering opportunities for career development and enhancement.
Do you have the commitment and a great attitude towards clients, the organisation, and your team members?
Then we want to talk with you about this fantastic business.
Hybrid & WFH available.
The Company
Integrated into one of Australia’s leading national financial advice business networks and proudly servicing the Newcastle region for over 20 years with a high degree of technical expertise and excellent service.
The Role
The primary purpose of the role is to act as a crucial link between the advisers, clients, and the business providing excellent service and support to clients.
Your objectives will be to:
- Contribute proactively to enhance customer satisfaction and promote customer retention.
- Ensure the efficient and effective management of information systems, CRM Xplan.
- Maintain the ongoing implementation and management of client recommendations.
- Foster effective communication between the clients and the business, building robust client relationships.
The Benefits
Learn from highly skilled and experienced advisers that offer wide opportunities for learning from their expertise and gaining valuable experience and insights that will be relevant to your development and further accelerate your professional development in the financial planning industry.
You will have the opportunity for continued professional training and to complete your Professional Year and take on a full Financial Advice Role in time.
The Person
Ideal applicant must have some knowledge in Financial Planning, its principles, concepts and practices. Including a high level understanding of the regulatory and compliance frameworks.
You will have prior exposure to XPlan software which will help you effectively manage client data, documentations, and reporting.
Remuneration
Base salary package is flexible circa $75-80K plus superannuation, depending on skills and experience.