logo

Ad Hoc Financial Planning Admin

Ad Hoc Financial Planning Admin

Feel So Good Wealth Management

Remote

|

JOB OVERVIEW

Financial Planning Admin / Jack of all trades wanted – commencing August - September

A little about Feel So Good Wealth Management & the role:
• Ad hoc contract work ranging from 2-8 hours every Monday, some weeks are busier than others depending on review schedules and how much new business is on
• Possibility of developing into more permanent casual employment
• 44-45 weeks of the year (roughly 7 weeks off over Christmas and January)
• 100% work from home, can choose your hours (between Sunday night to Tuesday morning)
• 97% of client base paperless (using digital signatures / email only) - all filing is digital via XPLAN / 365
• Communication & training via phone / zoom
• Training videos ready to go
• Mix of young families, accumulators, and retirees / pre-retirees
• Handful of insurance only clients (low maintenance)
• Clients are well trained, educated, loyal and low maintenance

What we are looking for:
• Must have experience in XPLAN
• Must have financial planning admin/support/advice doc experience
• Must have extremely good attention to detail, proactivity, and reliability – looking for someone with strong accountability who can finish tasks properly, cleanly, and efficiently
• Must have experience using FDS/OSA, ROA wizards etc
• Experience with BT Panorama / Hub 24 / Colonial First State strongly desired
• Workload / tasks assigned generally not urgent in nature so whatever is not complete by end of day can comfortably be left and worked on the next week
• Task assigned via verbal / email and or xplan task/Trello (we can work this out, as some of these tasks are very ‘small and quick’ in nature, so sometimes setting up a task takes more time)
• Advice given is majority superannuation, investment, retirement planning or maintenance, budgeting/money management, insurance planning and advice, scenario planning / modelling. We do not provide aged care, SMSF or complex structure advice.

Weekly tasks include but are not limited to (tasks with Asterix most common)
• Digital filing*
• Cover Letters
• Assistance with applications, implementation, and review work*
• Occasional phone calls to super funds, insurers, clients
• Emailing and using digital signature software*
• Generating and sending FDS/OSA/Compliance docs via HELLO SIGN*
• Sending fee consent forms via super fund portals / digital signature portals*
• Requesting insurance quotes and amendments
• One off ad hoc project task
• Occasional use of Canva to generate imagery or marketing images
• Occasional posting on Facebook
• Occasional proof reading and helping with project work
• Record of Advice (basic)*
• No Change ROA (very easy)*
• Occasional basic Statement of Advice (hold SOA, product switch + hold etc)
• Very occasional centrelink interactions / client updates
• Other non-regular admin tasks

Would suit somebody with a young family, other part time roles or just anyone who wants to keep their skills up and stay in the industry a few hours a week. Please email me directly to register interest.

Dylan.Martin@fsgwm.com.au
0421 926 216
www.fsgwm.com.au

ABOUT US

www.fsgwm.com.au

REQUIREMENTS

What we are looking for:
• Must have experience in XPLAN
• Must have financial planning admin/support/advice doc experience
• Must have extremely good attention to detail, proactivity, and reliability – looking for someone with strong accountability who can finish tasks properly, cleanly, and efficiently
• Must have experience using FDS/OSA, ROA wizards etc
• Experience with BT Panorama / Hub 24 / Colonial First State strongly desired

Contact

dylan.martin@fsgwm.com.au