Job Description
Responsibilities
You will be required to assist in all aspects of the financial planning administration process, which may at times extend beyond the duties listed below. Working closely with a Financial Planner based in Australia, you will play a key role in supporting client service delivery and ongoing advice processes.
This role involves managing the day-to-day financial planning support functions, including preparing for client meetings, coordinating documentation, and liaising with clients and third parties to ensure smooth and timely outcomes. You will be expected to maintain a high level of accuracy, organisation, and proactive communication at all times..
Other responsibilities include but are not limited to:
Supporting and managing the client review process, including:
Preparation of documents required for client meetings
Fee reviews and Fee consents
Obtaining reports, statements, and legal documents from financial institutions, clients, accountants, and ...
You will be required to assist in all aspects of the financial planning administration process, which may at times extend beyond the duties listed below. Working closely with a Financial Planner based in Australia, you will play a key role in supporting client service delivery and ongoing advice processes.
This role involves managing the day-to-day financial planning support functions, including preparing for client meetings, coordinating documentation, and liaising with clients and third parties to ensure smooth and timely outcomes. You will be expected to maintain a high level of accuracy, organisation, and proactive communication at all times..
Other responsibilities include but are not limited to:
Supporting and managing the client review process, including:
Preparation of documents required for client meetings
Fee reviews and Fee consents
Obtaining reports, statements, and legal documents from financial institutions, clients, accountants, and ...