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Adviser Support Administrator

Job Title: Adviser Support Administrator
Contract Type: Permanent
Location: Sydney, New South Wales
Industry:
Salary: Negotiable
Reference: 177090_1504832379
Contact Name: Keiron Smith
Contact Email: keirons@porterallen.com.au
Job Published: September 08, 2017 10:59

Job Description

Busy planning practice based in the Sydney CBD is seeking an enthusiastic individual to support a high performing Financial Planner in end to end administration and client service activities.

This is a great opportunity for someone wishing to grow their career in the financial advice industry and work with a highly respected and professional Financial Planner.

In this role you will have the opportunity to:

  • Act as a point of contact for high value clients of the business
  • Liaise with other departments - eg: paraplanning in the production of advice documents
  • Participate in client meetings with the Financial Planner
  • Action and follow up implemented advice strategies or documentation
  • Maintain accurate client records on relevant CRM systems
  • Assist with preparation materials and bookings for client or industry seminars and presentations

You will bring:

  • Positive work ethic and a keen interest in the financial planning industry
  • Have completed or undertaking relevant industry study eg: DFP
  • Prior exposure to the planning industry - preferably in a support role to advisers
  • Exposure to the typical advice processes and tasks within an advice business
  • Good customer service focus and an initerest in helping clients achieve their goals

If this role is for you then click apply now to submit an application.