Associate Advisor / Client Services Manager
Insurance Advisory Service (NSW) Pty Ltd
We are currently seeking a full-time Financial Planning Associate who will be able to utilise their natural talents to see the bigger picture and execute the vision for clients and for the business.
Ideally, this person would be comfortable with lots of moving pieces, and exceptionally talented in taking control, working with figures and strategies. You will have experience working as an experienced Client Services Manager or Associate Advisor in the financial planning environment and working for a small to medium size business.
You will understand compliance, processes and procedures required to undertake this role.
We are a strengths based organisation specialising in supporting small to medium sized businesses with their Financial matters. This includes providing advice regarding their business, personal and domestic insurance requirements as well as strategic Financial Planning.
We strongly value leadership of self and others, curiosity and respectfulness of our clients and our staff. Our intent is to provide our clients with a positive experience and have an impact on their lives whilst achieving their goals. We help clients in times of need.
Partial WFH Opportunity
Salary Continuance Insurance
Birthday day off
Bank Holiday day off
Melbourne Cup and End of Financial Year Events as well as the usual Christmas Party
Small office environment
Great chance to learn and focus on your strengths
Opportunity to lead and step into this role and make it your own.
5 minute walk to North Sydney train station or 10 mins to Ferry
Analysing clients' current super, insurance and investment portfolios.
Preparing paperwork for client strategies across multiple different areas, including wealth building, super, insurance, investment and estate planning.
Implementing client strategies relating to the setup of super/investment accounts and insurance.
Maintaining current and accurate client data and other important information.
Completing monthly reports for clients
Other ad hoc tasks as requested.
Managing outsourced staff as required.
An understanding of My Prosperity, IRESS, Astute Wheel and/or Advisor Logic would be of benefit
An understanding of the wider Insurance market would be of benefit