Part time / contract (12 to 18 hours per week) - we are looking for a proactive Financial Planning Assistant to work closely with the practice adviser to provide efficient and accurate administrative support, and jointly manage all areas of the financial advice process.
About Us
Shorebridge Wealth Advisers is a boutique practice based at Chatswood. Our clients are predominantly retirees residing across Sydney, who have entrusted us to manage their retirement savings. We are co-located with another small financial planning practice.
Key responsibilities
Maintenance of client records within client folders and via our CRM (XPLAN)
Assisting clients with their queries via phone and email
Maintenance of client accounts on various asset management platforms such as Hub24, Expand and CFS
Preparation of client review paperwork such as the fact find questionnaire, service agreement, portfolio reports, fee consent forms and advice documents (note, this is not a para-planning role)
Implementation of advice (including trading portfolios) and post review implementation
Ad-hoc work such as dealing with Centrelink, following up fund managers,
bulk client communications (such as newsletters), setting up stock-broking accounts, processing ad-hoc client transactions or sending out forms to product providers or clients
Maintain internal processes, workflows and recurring task lists, identifying opportunities to improve efficiency and enhance the client experience.
Taking on recent tasks and supporting Shorebridge to deliver excellent client service
About you
Willingness to work 4 to 6 hours per day, 3 days per week.
An interest in a career in a growing Financial Planning firm
At least 1 year Industry experience in a similar role
Experience using XPlan or other similar software (preferable)
Excellent organisational, communication and interpersonal skills. This includes the ability to construct written communication that is grammatically correct.
Demonstrate a proven ability to work autonomously, manage and prioritise workflow in an accurate and effective manner.
Excellent presentation and a polite, professional manner
Proven solid attention to detail