New Position

Reports to Senior Financial Planner / Practice Principal

Suits a Highly Organised, Client Focused Candidate

Introduction

Envision Financial Services is a leading financial advisory firm in Canberra. We pride ourselves on providing high quality strategic advice to our clients, the strength of client relationships and a client first culture. We are looking for a Client Service Manager/Paraplanner to join our business.

Job purpose

We are seeking a highly organised and client focused candidate. The purpose of the job is to take ownership and responsibility for the end-to-end production and delivery of financial documents within our business, under the direction of the Practice Principal. The role also has client relationship responsibilities, making it an ideal role for someone who enjoys client interaction as well as the technical side of advice.

Key areas of work and result areas

- Acting as a key point of contact for our clients, managing appointments and follow-up requirements with care.
- Assist in the preparation of review documentation (existing clients).
- Manage the production and completion of advice documents in conjunction with external paraplanning providers and existing team members (new clients).
- Ensure ongoing compliance and best practice standards are met.
- Ability to work across the XPlan Platform.
- Liaising with product providers, fund managers, and platforms to manage client work.
- Participate in training and development opportunities (as required).
- The ability to assist in other areas as required.

What you will need

- Experience in financial planning within a client service or paraplanning role.
- Excellent communication skills – you must be comfortable speaking to external providers, clients & colleagues.
- Attention to detail and a strong client focus.
- A good level of knowledge of Word and Excel.
- RG146 compliant.




- The ability to meet deadlines and manage workflow whilst working unsupervised at times.
- A willingness to work according to our service ethos of high client care and values.
- Experience with XPLAN and the ability to generate Statements of Advice.
- Experience with Xtools modelling.
- The candidate must have the right to work in Australia.

Envision Financial Values

Our approach to providing personal financial planning advice is based on 4 principles that we believe set us apart from other providers.

Easy to understand

We know most people don’t deal with investment, superannuation and insurance everyday – and for positive reason. It can be complicated and sometimes it’s even hard to know where to start. That’s why we believe the advice and service we provide must be understood by our clients, if it is to help achieve their goals. Too many people take advice without actually understanding it. We think that’s wrong.

Reliable

In order to deliver great advice, we know that clients expect the advice we deliver can be trusted to help achieve their goals. Reliability also means working with clients over time to adjust and refine the strategies as a client’s life changes. Reliability to us is all about client satisfaction.

Accessible

We’ve heard stories of clients finding it hard to contact their adviser. We never want that to be the case at Envision Financial Services. If you need to speak with us but can’t meet in person, then we commit to also being available by phone and Skype. We also commit to responding to your emails if not the same day, within one working day. Accessible to us also means taking a caring and friendly approach. So if you need help, we’re here to help.

Convenient

We are centrally based and we can come to you. We also have a number of after-hours appointments available each week as we know busy clients often have trouble seeing us during work day hours.

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📌 Paraplanner / Client Administration (Canberra)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Canberra