Financial Planning Support Officer

Posted by on Mar 9, 2016 in Job Vacancies, Uncategorized | 0 comments

30 hours per week with the flexibility of 4 or 5 days
Fast paced Financial Planning and Insurance Company needs an experienced professional who can proactively work as part of a successful team
Would you like;
An opportunity to use you initiative and work with a group of like-minded professionals?
To join a practice that truly values exceptional customer service?
To work in a complex environment where you can have input into improving systems and ensuring future success?

My client is a modern Financial Planning and Life Insurance Company, based in cosmopolitan North Adelaide. They have a successful track record spanning 26 years, and have created a vibrant fast paced office, where everyone works together and has fun doing so. This role will need someone who loves this environment and has strong experience and understanding of financial planning and compliance. Whilst at the same time being able to bring their drive and enthusiasm for exceptional customer service and meeting deadlines to the business.
You will find yourself reporting directly to the Practice Manager, whilst working very closely with the Receptionist to ensure all of the paperwork and process management of your role supports the Advisors in the time frames needed, and at the level of quality expected. Whilst also being able to ensure non advice client queries and follow up needs are met. The role is aimed at 30 hours per week, over 5 days, however, the company is willing to be flexible and provide a 4 day week for the right person.
You will need to be able to work effectively in an environment that requires you to regularly manage processes and documentation that takes the pressure off of the Advisors allowing them to focus on their roles. Ideally you will be a highly motivated, solution focused individual who is keen to add value to company policies, procedures and financial outcomes and who is dedicated to excellent client service. Your careful attention to detail and efficiency will be relied upon to help ensure all compliance and regulatory requirements are met. On occasions you will also be given specific projects to complete that will allow you to use your initiative and drive outcomes. Previous experience in a financial services firm will be highly regarded.
If you have experience in;
Financial and Life Insurance products, and acting as a fund managers liaison
Audits and compliance
Exceptional time management with the ability to work under pressure whilst remaining calm and patient,
Responding to day to day client queries, and following up their paperwork
The delivery of quality processes and procedures within set timeframes,
Have a can do attitude, and a drive to get the job done,
Working in a team environment.

And you have excellent communication, listening and computer skills; whilst being friendly, honest, and reliable, then this will be the role for you!

A salary which reflects experience and ability will be negotiated with the right candidate.

If you want to start 2016 with a business that will highly value your skills, whilst giving you a warm and friendly environment to work in, please call Lisa on 0449 924 238 for a confidential discussion.

Leave a Reply

Your email address will not be published. Required fields are marked *

14 − = 11