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paraplanner who has experience with adviser logic

jvfs

or

Remote

Paraplanner required that has experience with software Adviser Logic – no employment agreement needed as this will be as contract agreement and invoiced as we require work done. Does not need to be in office and can be fully remote.

Ad Hoc Financial Planning Admin

Feel So Good Wealth Management

Remote

Financial Planning Admin / Jack of all trades wanted – commencing August – September

A little about Feel So Good Wealth Management & the role:
• Ad hoc contract work ranging from 2-8 hours every Monday, some weeks are busier than others depending on review schedules and how much new business is on
• Possibility of developing into more permanent casual employment
• 44-45 weeks of the year (roughly 7 weeks off over Christmas and January)
• 100% work from home, can choose your hours (between Sunday night to Tuesday morning)
• 97% of client base paperless (using digital signatures / email only) – all filing is digital via XPLAN / 365
• Communication & training via phone / zoom
• Training videos ready to go
• Mix of young families, accumulators, and retirees / pre-retirees
• Handful of insurance only clients (low maintenance)
• Clients are well trained, educated, loyal and low maintenance

What we are looking for:
• Must have experience in XPLAN
• Must have financial planning admin/support/advice doc experience
• Must have extremely good attention to detail, proactivity, and reliability – looking for someone with strong accountability who can finish tasks properly, cleanly, and efficiently
• Must have experience using FDS/OSA, ROA wizards etc
• Experience with BT Panorama / Hub 24 / Colonial First State strongly desired
• Workload / tasks assigned generally not urgent in nature so whatever is not complete by end of day can comfortably be left and worked on the next week
• Task assigned via verbal / email and or xplan task/Trello (we can work this out, as some of these tasks are very ‘small and quick’ in nature, so sometimes setting up a task takes more time)
• Advice given is majority superannuation, investment, retirement planning or maintenance, budgeting/money management, insurance planning and advice, scenario planning / modelling. We do not provide aged care, SMSF or complex structure advice.

Weekly tasks include but are not limited to (tasks with Asterix most common)
• Digital filing*
• Cover Letters
• Assistance with applications, implementation, and review work*
• Occasional phone calls to super funds, insurers, clients
• Emailing and using digital signature software*
• Generating and sending FDS/OSA/Compliance docs via HELLO SIGN*
• Sending fee consent forms via super fund portals / digital signature portals*
• Requesting insurance quotes and amendments
• One off ad hoc project task
• Occasional use of Canva to generate imagery or marketing images
• Occasional posting on Facebook
• Occasional proof reading and helping with project work
• Record of Advice (basic)*
• No Change ROA (very easy)*
• Occasional basic Statement of Advice (hold SOA, product switch + hold etc)
• Very occasional centrelink interactions / client updates
• Other non-regular admin tasks

Would suit somebody with a young family, other part time roles or just anyone who wants to keep their skills up and stay in the industry a few hours a week. Please email me directly to register interest.

Dylan.Martin@fsgwm.com.au
0421 926 216
www.fsgwm.com.au

Financial Adviser

Port Phillip Financial Services

or

Remote

We have an exciting opportunity for a Financial Planner to join our wealth management business in Mount Eliza on a full time/part time basis. We take pride in providing high quality tailored advice and taking the complexity out of financial strategies for our expanding loyal community of clients.

We deliver tailored financial advice and proactive ongoing service across strategic wealth management, pre / post retirement planning, SMSFs and aged care advice.

Key responsibilities include:

– Assisting the Senior Financial Adviser with providing service and advice to clients;
– Strategy design that is focused on providing best outcomes for new and existing clients;
– Building and maintaining relationships with new clients and key strategic referral partners;
– Proactive involvement in attracting new client relationships to the business;
– Assisting with the research and analysis functions required in portfolio management;
– Embracing well established business systems and processes.

Attractive salary is offered for a motivated individual who is looking for the next stage in advancing their career in the Financial Planning profession.

Financial Adviser

Link Wealth Group

The successful candidate will be responsible for:
• Providing quality financial planning advice to clients (existing and new);
• Maintaining compliance standards to satisfy legislative and licensee requirements;
• Developing and maintaining quality long-term relationships with your clients;
• Consistently delivering exceptional service that meets or exceeds client expectations;
• Contributing to the growth of the business both locally and interstate and being an active member of the team.
Salary package will be dependent on the applicant’s qualifications and experience, your package will include salary and a performance based bonus.
Apply now to be a part of our growing and progressive firm!
Send your application to cassandra@linkwealth.com.au

Associate Adviser

Link Wealth Group

The successful candidate will be responsible for:
• Working closely with a Senior Adviser to provide a high level of service to clients together with continued development of relationships for the future
• Conduct analysis of client portfolios and recommend relevant changes
• Ensure all transactions are in line with compliance requirements
• Preparation of all documentation for client reviews and meetings
• Assist clients with any queries in relation to investment portfolios
• Liaise with external providers, referral partners and internal team
Salary package will be dependent on the applicant’s qualifications and experience, your package will include salary and a performance based bonus.
Apply now to be a part of our growing and progressive firm!
Send your application to cassandra@linkwealth.com.au

Client Services Administrator / Insurance

Diamond Blue Financial Services

• Exciting opportunity to join a growing, high performing and dynamic business, with great benefits
• Collaborative and supportive culture
• Must be located in Sydney and able to work in the office full time

CLIENT SERVICES OFFICER (with ability to advance)

A&B Financial Planning (Temora NSW 1hr north of Wagga)

Client Services Officer (applications close 5pm 20th May 2022)
A professional and progressive business in Temora requires a full-time client services officer to join their dedicated team.
KEY REQUIREMENTS
• Team & client focused
• Good organisational and prioritisation skills
• Attention to detail with an ability to grasp new concepts
• Strong computer and Microsoft Office suite experience.
ROLE AND RESPONSIBILITIES
The role will be to provide a comprehensive, confidential and professional administrative support service to Financial Advisers in all aspects concerned with the efficient and effective administration of their client base. Including:
• Fully utilise back office system to ensure client records are up to date
• Preparing for client meetings
• Dealing with general client queries, both verbal and written
• Corresponding with investment companies and providers to obtain the necessary information and documentation required.
• Competent use of financial services software
With our business founded on strong client relationships, good interpersonal skills are essential. You will need to be passionate about personal improvement and pride yourself on your strong work ethic.
Experience in the financial services industry and with software program, XPLAN, would be highly regarded.
If you are looking for a role where you will be genuinely recognised for your efforts, or looking for the next step in your career, please apply.

We pride ourselves on working to live, not the other way around! No overtime is necessary for this position.

Client Services Administration

Prosper Advisory

or

Remote

– Long standing successful business – Secure & growing, learn from experienced professionals.
– Opportunities to work from home and when in the office, work close to home (Bentleigh/Border of Moorabbin) and avoid the city commute.
– Free parking & two-minute walk from train station.
– Competitive salary commensurate to experience & qualifications
– Full time, or open to someone part-time, minimum 25 hours per week.

You will be working closely with the financial planning partner, senior adviser and para planner in our business to provide quality client service and administrative support to the financial planning division of the business. You can expect to service the existing clients of our business whilst also providing support for new client work.

It’s a hands-on role and responsibilities will include;

• managing admin requirements of day to day workflow tasks, advice & insurance implementation and client review processes.
• manage administration processes to ensure efficient & effective service to clients. For example, booking appointments, calendar management, email and phone communications to clients and providers.
• use of Xplan to load and manage new and existing client data, fact finds and risk profiles and manage reporting requirements.
• professional client contact via email and phone to arrange appointments and handle client queries and administrative needs.
• use of BT (predominantly) and other platforms to manage client portfolios.
• respond to team member queries/requests for actioning of tasks.
• administrative preparation of Statements of Advice, RoA’s, research, preparation of forms and other required documents.
• responsible for FP bill requirements in MYOB and APS (training provided if not experienced).
• processing of fortnightly FP commission reports.

You will also work with one of the partners on other tasks to assist the growth of the business, for example assisting with marketing plans the partner and our marketing consultant work on such as events, webinars, communications etc. This does not require marketing experience or skills.

You will be part of a great team who all have a lot of experience and work very well together.

We have lovely clients who are long standing and very nice to work with. We are also bringing on a lot of new clients which creates a positive environment and interesting new work opportunities.

We are a very friendly team and all look out for each other to ensure it is an enjoyable workplace where everyone is well supported and can contribute and speak up with ideas, suggestions or areas for improvement.

This role is available due to an existing team member moving through the business after being with us for four years and having completed further studies. This person and the team will be on hand to assist with training and support in the role.

Para planner

Tardis Advice

Experienced Paraplanner required.

An opportunity exists for a skilled and experienced Paraplanner. Your role is to work as part of a small dynamic team assisting our financial adviser.
An ability to work as a contributing member of a team is essential. We are looking for someone who takes ownership of tasks, has an eye for detail, is accountable and reliable.
We are a fee-for-service firm and are self licensed. We work with medical professionals and high net wealth individuals. We are based in Stones Corner.
When hiring, our major priority is getting the right person for the position. We place a high priority on company culture and the work environment. There is genuine opportunity to make this position your own.

Responsibilities will be wide and varied and will include: SOA’s, ROA’s, Project Management of client projects (eg project management and finalisation of Estate planning), portfolio review reports, projections, modelling, implementation of advice, maintaining client databases.
You recognise the nature of a small business; as such you will readily assist staff members and will complete a range of tasks (including those outside of your normal role) as the need arises.
Your primary role will be supporting our financial adviser. You will attend client meetings with our adviser and be responsible for recording, implementing and delivering on the advice. You will complete reports, modelling and compliance documents. You will do this with the support of our client service manager and administration team.

FINANCIAL ADVICE BUT NOT AS YOU KNOW IT

ADELE MARTIN MONEY MENTOR

Remote

I’m looking for someone who can support my online money program.

My Money Buddy has been in existence for over 2 years and had close to 200 people go through the program.

We are able to get clients amazing results without having to do sales meetings, SOA etc.

I have a proven formula and process I use for marketing & sales and as we have grown I am needing someone to help me execute.

* They would be responsible for scheduling social media for week
* Responding to incoming chats (so some financial knowledge would help)
* Welcoming people into Facebook community
* Helping ensure people take action and work their way through program

You wouldn’t need to:

* Do SOA’s
* Do Sales Calls
* Have Meetings with Clients
* Be licensed to give advice

We would do a generous revenue share rather than a set “wage” so sky limit with income.

The hours are 100% flexible and virtual – work when you like.

I am thinking it could be great:

* for maybe a mum that got out of advice because they hated compliance but still really loved helping people and had some financial knowledge

* Someone that loves marketing / educating clients

* Someone that loves systems and processes (both helping create and following)

* Maybe a para-planner that is looking for a bit more variety

* A financial influencer who has experience with social media

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