Investment Support | Financial Planning

Keegan Adams

A unique financial planning firm located in the CBD are looking for an Investment support client service officer to join their team.

  • Wealth management firm| Specialising in wealth creation and Investments
  • Career progression to associate adviser
  • Attractive Salary and remuneration structure
The Company

They are known for having a team of highly qualified Financial advisers, providing specialist advice across Self Managed Super funds, Estate Planning, Taxation strategies, Wealth Creation & Investment Strategies, Retirement Planning, Debt & Risk Management,& Insurance. 

The Role

 Reporting directly to the  Financial Planner some of your responsibilities will include but not be limited to the following:
  • All administrative processing & workflow management
  • Admin team coordination
  • Direct point of contact for clients and fund managers
  • Admin project management
  • Assisting in preparation of advice documents
  • Implementation of advice in line with compliance requirements
  • Database maintenance
  • Preparation for client meetings
  • Improvement of systems & processes
  • The opportunity to engage with clients that will assist in the progression of your career path in financial planning
The successful candidate will be required to demonstrate the following;
  • Ability to manage the day to day activities
  • Have a proven, successful track record in the field of financial services administration
  • A strong knowledge and experience with industry compliance standards
  • Excellent communication, presentation and interpersonal skills
  • Strong attention to detail
  • Comfortable and confident enough to work independently
  • Excellent organisational skills & workflow management capabilities
  • The ability to multi-task and be able to work well under pressure and meet deadlines
  • Be able to follow processes, learn from others and listen to their instructions
Required qualifications:
  • Experience in a similar role is highly preferred
  • RG146 is preferred
  • Knowledge of Xplan and the IPS (IRESS Portfolio System) would be highly preferred
  • Strong skills with all MS Office programs
  • Degree qualified - related fields will be given preference
If you are interested in finding out more about this company and role then please do not hesitate to contact me Rosie Keegan 02 9216 6728 or alternatively please upload your resume by hitting the apply button below.