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.
Pre appointment preparation including:
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
Save meeting notes in data base & XPLAN
Prepare/send Fact Find for signing if required
Scan, send and action any mail
Binding documents and other documentation preparation as requested
Prepare, send and process Ongoing Service Agreements and Fee Consents with platforms
Liaise with adviser, client & platform to ensure smooth implementation of client’s application.
Ensure all Compliance requirements are adhered to.
Update policy information including addition of current clients, updated policy details and general notes in XPLAN.
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📌 Strategic Fp&a Lead, Group Finance 15 Month Ftc Sydney
🏢 Lendlease
📍 Sydney
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