Financial Planner

Administration

Duties: To provide administration services to the advice team to care for a group of client’s needs to ensure a great client experience.

Key Responsibilities & Duties

• · Monitor/action financial services email
• · Prepare third party authorities and send off for processing with providers
• · Conduct research with super/insurance providers and input data into Xplan
• · Check data capture details/enter FNA data into Xplan
• · Monitoring review schedule/scheduling reviews/preparing packs for review meetings, ensure compliance met
• · Update portfolio holdings as required in Xplan
• · Update insurance policy details in Xplan as required
• · Uploading review meeting notes to client Xplan files, ensure compliance met
• · Managing FDS/OSA/Fee Consent compliance process – generating FDS/OSAs and fee consents, Xplan compliance process
• · Monitoring, following up ATPs and assisting with implementation actions
• · Closeout process, scanning and filing
• · Preparation of monthly portfolio statements and preparing invoices as required
• · Monitor and action unmapped clients for processing of portfolio datafeeds and commpay feeds in Xplan
• · Provide Accounts with information as required (insurance schedules, tax statements etc.)
• · Monitor Centrelink clients, scanning letters and saving client file
• · Commitment to enhancement of technology and systems for efficiencies and client servicing
• · Driving technological improvement projects (i.e. data capture, integrating information to Xplan and other systems)
• · Managing outsourcing data and workflow/tasks to completion
• · Ensure that all work is error-free and professionally presented and complies with financial planning client procedures and systems
• · Participate in external and internal training as required
• · Other duties as requested

Benefits:

• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Staff meals provided

Work Location: In person