Client Services Officer/Graduate/Trainee Paraplanner/Associate Adviser
Harts Financial Solutions - Your Private CFO & Principle Adviser
Harts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their wealth. As their principle adviser, HFS is uniquely positioned to provide them with a fully integrated private client service which adds significant value to both their situation and team of trusted professionals.
Employment Philosophy
In order to maintain the quality of our advice and exceed our client's expectations in terms of service delivery, we employ the very best people. We are constantly on the lookout for individuals who strive for excellence.
Our Services
As a full service boutique advisory to the SME market, HFS provides comprehensive financial, commercial and credit advice to business owners, family groups and executives.
Duties & Responsibilities
Your duties and responsibilities will include:
* Administration support to Senior Financial Adviser/Director and Senior Paraplanner
* Set-up and maintenance of client files
* Collection of client data
* Prepare client Risk Insurance quotes using industry software
* Prepare client Financial Review Reports (FRR) using developed templates
* Prepare simple client Statement of Advice (SOA/ROA) using developed templates
* Implement strategies and products
* Prepare and implement client engagements and agreements
Education & Qualifications
To be considered for this role, you will have completed or be nearing completion of an approved Australian Degree qualification with Financial Planning major and GPA/CWA of 7+.
Experience & Attributes
You will need to have or gain the following experience:
* Industry experience in a similar administrative support role
* Strong knowledge regarding all industry administrative processes
* Strong industry product knowledge (Investments, Super & Risk Insurance)
* Excellent time management skills and ability to multi-task
* Proactive approach to identifying and solving issues
* Ability to effectively manage workflow tasks
* Ability to work under pressure and meet deadlines
* Ability to work unsupervised
* Strong written & verbal communication skills with proven ability in relationship building
* Proficient in MS Office applications (Outlook, Word, Excel)
* Experience using industry workflow management systems
* Experience using financial modelling software
* Experience using risk insurance quoting software
* Experience using mortgage broking software
Where to from here?
If you believe that you can tick most of the above boxes and are committed to a long-term career in the financial planning industry, we would like to meet you.
If you would like to have an initial discussion prior to applying for this role, please contact Nigel Hart on 08 6380 7902 / 0412 375 378.
Please note that you must formally apply for this role via the "Apply" button below providing your Resume & Academic Record.
We will contact you within 48 hours if your application has been shortlisted.
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