This is an chance for someone with around 4 years' experience in financial planning who is ready to take ownership of their client files and play an important role in delivering a high-quality client experience. You will work closely with the Financial Planning team and be responsible for supporting the advice process from technical preparation through to implementation.
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Key responsibilities
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- Providing high-quality administrative and technical support to the Financial Planning team
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- Preparing and managing advice documentation, including ROAs
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- Assisting with financial modelling, research and advice preparation
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- Preparing and submitting investment and superannuation applications
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- Managing implementation of advice and following up with providers
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- Maintaining accurate and up-to-date client records
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- Managing multiple client files and ensuring deadlines are met
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- Liaising with clients, advisers and product providers
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- Ensuring implementation tasks are followed through to genuine completion
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- Supporting the team to deliver an efficient and consistent advice process
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About you
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- Has approximately 4 years' experience in financial planning
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- Has strong financial planning administration and technical knowledge
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- Understands the advice and implementation process
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- Has excellent attention to detail and accuracy
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- Is highly organised and able to manage competing priorities
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- Takes ownership and follows tasks through to completion
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- Has strong communication and relationship-building skills
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- Is comfortable working independently while being part of a collaborative team
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- Has a good understanding of financial planning compliance requirements
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- Experience with WealthSolver, Risk Researcher, Xplan or similar financial planning systems will be highly regarded
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About us
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Butler is an established accounting and financial planning firm with a strong focus on providing quality advice and service to our clients. You'll be joining a growing team where you will have the opportunity to take ownership of your work, develop your skills and work alongside experienced financial planning professionals.
📌 Financial Planning Administrator / Senior Financial Planning Administrator (City of Ballarat)
🏢 Butler Holdings
📍 City of Ballarat
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