Job Description

- Quick growing progressive company
- Beautiful Northern Beaches location
- 12 month contract with potential to extend or progress

Our company provides a trusted ecosystem of diversified financial advisory, private wealth management, business advisory and taxation and accountancy services. We pride ourselves on providing personalised advice and valued taxation and financial services and are changing the shape of the industry.

We have an exciting an opportunity for a Financial Planning Administration Support to join our team. The role will be part time, with the possibility to work hours over 4 or 5 days.

The role is integral to the ongoing success of the business. The responsibilities are multifaceted, you will provide superior ‘Client Care’ to our valued Investment and Superannuation clients,



along with quality back-office support to the Financial Planning and Administration teams.

MAIN DUTIES/RESPONSIBILITIES:

- Coordinate the booking of client appointments for financial advisers.
- Checking Letter of Authority (LOA validity, update and process
- Source external super fund information.
- XPLAN – Update and check feeds are set up
- Forward insurance details to relevant staff
- Check required ID is current and update
- Check Binding Death Nomination is current for Asgard/Mason Stevens
- Post appointment:
- Update XPLAN with any changes to Fact Find
- Add/check next review date
- Prepare/send Fact Find for signing if required
- Scan, send and action any mail
- Binding documents and other

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