Capstone Financial Planning – Melbourne VIC
Who we are
Established in ****,
Capstone Financial Planning
is one of Australia's largest and most technologically dynamic financial services licensees and a proud member of the PictureWealth group.
We are highly respected with an outstanding professional reputation as a full-service licensee.
Capstone is focused on providing our financial advisers with all elements of support required for their specific stage of the business life cycle, as we understand that no business is the same.
The opportunity
We have an exciting opportunity based in our Melbourne CBD Head Office for an experienced and enthusiastic administrator to join our Licensing, Education and Practice Support team.
Working directly with the Licensing Operations Manager, you will be a key contributor to our ongoing growth and innovation through your proven administration abilities to support our financial planning licensing, adviser education and practice support operations.
The role offers excellent scope for you to display and enhance your current skill set whilst supporting the ongoing innovation of the overall business.
This exciting and rewarding role requires:
proactive support of the Licensing, Education and Practice Support services for our advisers and internal stakeholders
coordination and administration of the onboarding process for all new authorised representatives
working with our fund manager partners to execute the transfer of adviser clients
responding to adviser queries to support ongoing practice development and retention
administrative assistance to our Adviser Education and Professional Year programs
helping to create licensee business efficiencies through technology and process improvements
operational support of acquisition and succession plans of our existing advisers
assisting the development and support of our dealer services program
innovative, flexible and enjoyable working environment
job security
excellent work/life balance
supportive environment
industry leading financial adviser and accountant value proposition
Skills & Experience
min 2 years financial planning administration experience
experience across a variety of financial planning administrative functions
understanding of Financial Planning education requirements
sound financial planning process and compliance knowledge
strong relationship, communication and influencing skills
exposure to financial planning software (Xplan preferred)
highly organised and fully accountable
proven organisational skills and the ability to manage competing deadlines
tertiary qualified in a relevant discipline
Australian citizenship is required for this position
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