Financial Planning Administration Support

The Position

We are looking for an assistant who has a strong desire to make a real difference within our financial planning team and appreciates the importance of this role.  You will assist Evolutionto reach our shared goal of being “the most valued adviser in the life of our client.”  As an integral part of the financial planning team you will deal with a wide variety of clients from wealth accumulators through to retirees. 

The role will require previous administrative experience, however it is not necessary to come to us having worked in the financial planning industry.. Being a well-organised and confident communicator are key characteristics we are looking for and the right attitude is mandatory.  Our company is about people and as a team we need someone who has the ability to manage competing priorities, meet deadlines and understands the importance of quality service.  You will need just the right amount of professionalism to assist in helping people to achieve their financial goals.

This position is located in our impressive Warners Bay office where you will become part of our extensive Evolutionteam who offer a wide variety of services.

If successful you will have responsibility for the following:

  •  Provide support to financial planners and para-planners

  • Answer client enquiries – phone calls, emails, face-face;

  • Liaise with product providers, fund managers, financial institutions, Centrelink and care providers along with other associates;

  • Preparation and lodgement of documentation and follow up;

  • Assist with the preparation of client review meeting  documentation;

  • Review of additional information as required;

  • Preparation of correspondence to clients and other bodies as required;

  • Support the management of the client database system;

  • Work with advisers and team members to ensure client work is completed within a realistic and satisfactory timeframe to a high standard at all times.

The following skills and attributes are desirable:

  • Able to work within defined business processes;

  • Strong attention to detail and organisational skills;

  • Proactive attitude;

  • Excellent written and verbal communication skills;

  • Sound knowledge of Microsoft Office in particular MS Excel  (desirable);

  • Good telephone manner;

  • Must be a team player who can also work autonomously;

  • Ability to multi task and prioritise;

  • Willingness to learn, be proactive and with a can-do attitude;

  • Confident, persistent and supportive nature;

  • Ability to provide personable and quality service;

  • Professional presentation;

  • Ability to keep client information confidential (essential).

What Next?

This is an excellent opportunity to join an environment where you will feel valued and supported.  You can apply for this role within seek or, if you prefer to discuss this role in confidence before making an informed decision, please direct yourenquiries to careers@evolutionadvisers.com.au

Jo Bright