Financial Planning Associates/ Paraplanners

About Us: At FinAssist, we are a dynamic and rapidly expanding firm specialising in outsourced Financial Planning services for Australian Advisers. Our clients' offices are located across different cities including Sydney, Melbourne, Adelaide and Brisbane providing a vibrant and collaborative working environment for our team members. More information can be found from our mother company's website at [protected info]
Position Overview: We are seeking 4 motivated and dedicated individuals to join our team as a Financial Planning Associate / Paraplanner. This role is ideal for fresh graduates or candidates with up to one year of experience who are passionate about supporting financial advisers and working with High Net Worth individuals.
Key Responsibilities:
• Construct quality advice documents in a timely and efficient manner.
• Responsible for assisting the Financial Adviser with the proactive management of a client's affairs.
• Manage and respond to client queries within specific time frames.
• Fully comply with the industry's rules and standards.
• Maintain the clients' profile up to date.
• Conduct comparison research between financial products.
• Work collaboratively in a team to improve various business processes.
• Arrange and schedule appointments in a timely manner.
• Prepare, maintain and update client profiles on company software (Xplan).
• Prepare documents for financial adviser to produce financial reports (Statement of Advice & Record of Advice).
• Prepare applications for various financial products, including superannuation, investments and insurances.
• Follow up with company partners and clients to check up on outstanding requirements
• Follow up with other third-party parties (Fund managers, Superannuation Funds, etc..) to collect relevant information for the financial adviser.
• Maintain good communication and working relationships with the company clients.