Jobs

• ​Full time or part time roles available.

• Flexible working, sign on bonus and professional development opportunities.

• Career progression to administrative management.

About the company:

Based in the Adelaide CBD, at four years young, this relative newcomer to Adelaide’s Wealth Advisory landscape is poised to grow exponentially over the coming years. Organic growth and growth through acquisition has already elevated the firm to rival established competitors. Uniquely, this firm is connected to a substantial, national Accountancy firm and boasts integrated service offerings.

About the role:

Reporting to the accessible and knowledgeable Certified Financial Planner, the role is broad and covers administrative functions, accounting, tax and insurance, client communications; as well as Xplan and CRM system requirements. 

Duties may include: 

• Book appointments and prepare files for client reviews

• Produce client portfolio review documentation and reports

• Client enquiry and client workflow management support 

• Scanning, filing and document management

• Implementation of all switches, redemptions, and changes to insurance benefits

• Product provider liaison

• Update and maintain the Client Management System

• Management of Fee Disclosure and opt-in obligations for ongoing advice clients

• Completion and submission of relevant forms

• Document and agenda preparation

• Management meeting minutes preparation 

• Construct, review, analyse and configure clients’ portfolios with the use of Xplan

What you need:

• The drive and ethics to be part of the high performing team

• Technical competence in Xplan, including the building of threads and tasks

• A compliance orientated mindset

• Experience and understanding of the financial planning industry and regulatory requirements

• Excellence in administration and communication

Culture & benefits:

As a part of this firm, you will enjoy a positive, vibrant, high performing culture. Being a fast-growing practice you have the opportunity get in on the ground floor and be supported with professional development opportunities, and study leave to achieve your professional goals. Call today to discuss this opportunity and the opportunity for a sign on bonus and above award leave allocations.

Applications including cover letter and CV in one document in Microsoft Word only should be addressed to Samara Dela Roza quoting reference JO-2203-6194. Telephone enquiries are welcome on 8100 8834.