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Industry

Distance from location (kms)

Exact 5 10 25 50

3

June

Financial Planning Assistant

HAYS - Melbourne, VIC

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Experienced financial planning assistant permanent positions available at a reputable Top 4 Bank - apply now!


Your new company
This Top 4 bank is a is a leading financial services organisation globally . They are passionate about treating customers fairly and ethically and are dedicated to creating opportunities for the community. They strive for positive change through a focus on education, good business practices and community wellbeing.

Your new role
As an Advice Assistant, you will report to the Advice Assistant Team Leader South and be working within a wider collaborative client services and adviser team in providing excellent service to all customers. Your role as an Advice Assistant will focus on providing an excellent, consistently applied on-boarding experience to both new and returning clients throughout the advice process with a focus on implementation of advice. You will also be working closely with advisers - supporting them with:

  • Administration support pre and post client appointments
  • Preparation of documents for implementation of advice
  • Proactive implementation of advice in line with compliance requirements
  • Managing client files
  • Meeting client needs and maintaining client satisfaction

What you'll need to succeed
To be successful in this role, you will ideally have:
  • Exposure to financial planning / advice – Undertaken and completed Diploma of Financial Service units (inclusive) 1-4
  • Strong communication skills and Client Services background
  • General advice support experience or background
  • Focus on compliance and attention to detail
  • Excellent time management skills

What you'll get in return
  • Fantastic opportunity to work in a collaborative and driven team
  • In-depth training and coaching internally for career development
  • Flexible working arrangements

What you need to do now
If you are interested in this role, and feel you have the necessary skills and experience to succeed, click ‘Apply Now’. Alternatively, contact Kim Nguyen at kim.nguyen@hays.com.au for more information and a confidential discussion.

LHS 297508 #2514239