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 chance 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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