This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their skilled skills in a successful advice firm with offices nationally.
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- NSW based Adviser (Sydney office)
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- Comprehensive Financial Advice
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- Mature Financial Planning business
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Dynamic, innovative, fast paced business with a market leading management team.
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A fantastic opportunity has arisen to be a member of a well established, successful and expanding Insurance and Financial Advice business.
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You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.
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The Position
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The role is responsible for supporting the CEO / financial adviser of EFS (and others from time to time) in the business of advising and servicing clients in respect of their retirement planning, wealth management and life insurance policies.
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The financial planner being supported is based in Sydney.
Responsibilities: New business support: n
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- Paraplanning/research support
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- Obtaining quotations from insurers
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- Assistance with Statement Of Advice document preparation
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- Following up outstanding medical requirements from customers or medical practitioners who are applying for insurance
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- Assisting in completion of applications where required and scanning
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Personal assistant support including setting up of meetings and filing of emails
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- Liaising with insurers
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- Supporting other staff in the national business
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Ongoing customer service
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- Following up on premium dishonours or outstanding rollovers
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- Annual renewals and reviews
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- Management of e-mails and telephone queries
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- Assisting with changes to existing policies
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- Other tasks as requested on a need basis
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- Assisting with claims and other day to day administration
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The Benefits
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The opportunity to learn and work with a highly experienced Financial Planning specialist and apply your professional capabilities in a highly focused advice firm with strong existing client relationships.
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Display your passion for Financial Advice in a business with a sole focus on providing outstanding advice and educational services.
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Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career.
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The Person - 'YOU'
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Ideal applicants will have 2-3 years or more experience in a Paraplanning or Administration role in the financial advice sector.
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- Experience withXplanpreferred
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- SOA / ROA preparation experience
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- Experience in delivering high quality client service
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- Excellent written and verbal communication skills
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- Strong skills inMicrosoft Teams, Word,Excel, and Outlook
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- A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
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- Well organised with excellent attention to detail
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- The ability to manage multiple tasks and deliver to deadlines
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- An adaptable and flexible nature
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- Strong problem-solving ability
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Remuneration
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A competitive salary is on offer dependent on qualifications and experience.
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Contact us for a full position brief and details on the company.
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📌 Adviser Assistant / Paraplanner | WFH | $80-100k Package (New South Wales)
🏢 IOV Omnibusverkehr GmbH Ilmenau
📍 New South Wales
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