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Paraplanner | Client Service Officer

Paraplanner | Client Service Officer

Ally Wealth Management

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JOB OVERVIEW

We are a dynamic, boutique financial advisory practice in the heart of South Perth with an exciting opportunity for a bright, innovative paraplanner | client service officer to join our team.

The successful applicant will be required to provide a variety of administrative functions to keep the business running smoothly and should display exceptional personal and professional initiative, time management & organisational skills as well as a keen eye for detail.

Preferably, the successful candidate will have experience working in financial services in the past and be professional.

Duties & Responsibilities:

Production of Statements of Advice / Records of Advice
General Financial Planner support
Liaison with a range of clients, providers and prospective clients via telephone and email
Liaison with superannuation, investment & life insurance providers
Management of CRM systems
Filing (all electronic)
Lodgement and tracking of business
Generating reports for client reviews with financial planner
Coordination of marketing campaigns
Coordination of marketing and client appreciation events
Other general office duties

Essential Criteria:

At least 12 months experience within a Financial Planning practice
Intermediate to advanced Microsoft Office skills (including Outlook)
Strong IT skills and ability to learn new software quickly
Experience with financial planning software will be considered a bonus
Marketing / events experience would be a bonus

Working With Us:

We have a friendly, dynamic work environment
Working as part of a small team, you will have the ability to provide input into how things are run
You are seen as a peer rather than subordinate to the Financial Planner or others
Car parking available onsite free of charge

ABOUT US

Ally Wealth Management is the trusted, pecialist Australian onshore & expat advisers are ready to help you create your best future. Whether you’re an Australian resident; or you’re looking to begin your expat journey; whether you’re a new or seasoned expat; or you’re looking to repatriate after some time abroad, our specialist advisers thrive to be your trusted ally throughout your life journey.

REQUIREMENTS

Professional in presentation & communication at all times
Experience with financial planning software such as Midwinter / AdviserLogic an advantage
Strong oral & written skills
Ability to multi-task
Excellent time management skills
Proactive & strong initiative
Ability to learn quickly
Strong ability to work independently