RSW and Associates Pty Ltd – Sippy Downs QLD

RSW and Associates Pty Ltd

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Sippy Downs, Sunshine Coast QLD

Full time

$85,000 – $95,000 per year

About the Company

We are a small bespoke Personal Insurance and Wealth Creation company servicing mainly business clients both locally on the Sunshine Coast as well as Western Queensland and our commitment is to provide quality financial advice and to use the opportunity we have to make a genuine difference in the lives of our clients.

Our clients are very significant to us and we take our time getting to know them in order to establish long term relationships, looking forward to future generations.

We have been in the industry for over 30 years and after having sold our business almost 4 years ago but missing the contact with clients have come back in and started again 3 years ago. The business is building with a strong client base and we are now looking for a valued staff member who would like to be an integral part of the growth with the opportunity to take over the business within a couple of years having a very solid base and full knowledge of the clients.

About the Role

You will act as an enabler for the team, removing obstacles and identifying processes and improvements. You will strive for excellence in every facet of the business





This role is client facing both in our office and meeting with clients on their properties, ideal for someone who enjoys working in a professional environment where attention to detail and proactive support are valued.

You’ll be responsible for preparing client documentation, booking and setting up meetings, updating client records in our proprietary software, Platformplus and assisting with the preparation and implementation of advice recommendations

Duties

- Working alongside our very experienced Financial Planner is all aspects
- Assist in the preparation and processing of financial advice documents, applications and follow ups
- Schedule and prepare client meetings
- Maintain accurate and up-to-date client records in our CRM
- Provide general office support including, filing, scanning, document management
- Prepare refreshments as required, general office tidiness

Skills and Experience

- Paraplanner or looking to start your Professional Year
- You should have already started your required studies
- Exceptional attention to detail

Culture

Large bright open plan office close to highway with plenty of onsite parking

4 ½ day week giving you half day on Fridays for personal appointments

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📌 Adviser assistant/Paraplanner/Professional Year Adviser (Sunshine)
🏢 RSW and Associates
📍 Sunshine