Advisor Support

• Experience an excellent team atmosphere
• Located in Rosedale
• Once trained, hybrid working available

Are you eager to embark on a fulfilling career in the ever-evolving realm of investments and financial planning? Your search ends here! We are actively seeking a committed Advisor Support Specialist to join our client!
 
About the Company:
Our client is a well-established investments and financial planning company, they have their own in-house transfer staff, financial advisers and other specialist representatives. Equipped with a senior team of finance and investment professionals they are dedicated to providing the best possible service to their clients.
 
The Role:
As an Advisor Support Specialist, you will be instrumental in ensuring operational efficiency within the company.
Your responsibilities will include:

• Managing phone calls, emails, and greeting clients
• Maintaining the CRM system to ensure accuracy and completeness
• Distributing statements of advice to clients
• Coordinating annual client reviews and booking meetings
• Managing Adviser diaries and scheduling appointments
• Arranging travel and accommodation for meetings and seminars
• Formatting and distributing client correspondence, plans, and reports
• Uploading client compliance and AML documentation to the CRM
• Submitting information requests to external providers and providing information to advisers
• Assisting with data reconciliation as required

Benefits:

• Recharge with complimentary fortnightly sports massages to keep you at your best
• Engage in frequent team-building activities, morning teas, and diverse celebrations
• Hybrid working model (after a period of training)

The Ideal Candidate:
We are seeking a candidate with outstanding written and verbal communication skills, coupled with a professional and courteous phone manner. The ideal candidate will possess exceptional attention to detail, adept problem-solving abilities, and the capability to prioritise tasks effectively while meeting deadlines. If you thrive in a dynamic environment and are dedicated to delivering excellence, we want to hear from you!
 
Join a team where your contributions are valued, and your professional development is nurtured. Apply now to embark on an enriching journey with a company that prioritises employee well-being and success.

If this sounds like you please send in your CV and cover letter today!