Admin Support Role for Financial Advisors
4 days ago
We are seeking a highly organised and motivated Financial Planning Administrator to join our team. In this role, you will provide administrative support to our Financial Advisors and assist with various tasks related to client management.
Your Key Responsibilities:
- To prepare New Business proposals by gathering client information and ensuring accuracy in documentation.
- To manage client profiles and respond to information requests in a timely manner.
- To assist Financial Advisors with Annual Portfolio Reviews and ensure that all client queries are resolved efficiently.
- To attend select client meetings and contribute to ad-hoc projects as required.
Requirements
To be considered for this role, you will need to have a minimum of 2 years experience in financial services and a QFA qualification. Strong knowledge of MS Office, especially Excel and Word, is also essential. We are looking for a detail-oriented and proactive person who is very client-focused and able to work effectively in a fast-paced environment.
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