Financial Planning Assistant

• Be part of a team and culture that values people
• Excellent opportunity to add value in this influential role
• Based in Geelong / Collins Street, Permanent Full Time Opportunity

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for  100 years, and today are the largest fiduciary certified firm.  Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff. 

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

The opportunity

As a Client Relationship Manager with Shadforth, you will be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing documents and providing support to clients while answering day to day queries.

As you grow into the role, we’d love you to share any thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and process across Shadforth and Insignia Financial, including the use of Xplan. It’s a great entry level role into the dynamic world of Financial Advice with career development opportunities for those who have a desire for longer-term career growth.

What we are looking for in a successful candidate

Are you studying Financial Advice and looking for that first step in your career ladder? Perhaps you’ve got a background in hospitality and a passion for providing a high level of genuine customer service where you always go above and beyond? If so then keep reading because we are looking for someone who’s a quick learner, has exceptional communication skills, strong attention to detail and a positive, ‘can-do’ attitude.

A people person who is always on top of their game, you’re adaptable, dependable and resilient. You have a hunger for knowledge and a passion for growing and developing your career, you easily build effective relationships with everyone you interact with and take pride in all that you do. If you like the sound of learning from some great people who are experts in their field, , then we’d love to hear from you.

Key Responsibilities:

• Engage with clients, and in many cases be the first point of contact
• Develop long-term rapport with your aligned clients and where appropriate, attend client meetings
• Provide the highest quality pro-active support to clients, Private Wealth Advisers and the Head Client Relationship Manager
• Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports, as well as required paperwork and the subsequent management of implementation
• Manage incoming and outgoing client correspondence
• Adhere to our internal client and advice procedures
• Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects
• Ad-hoc reception coverage, when needed

To be successful in this role you will possess:

• Ability to develop and maintain personable client relationships
• Ability to operate within a collaborative team environment
• Ability to work under pressure and meet timelines
• Excellent verbal and written communication skills
• Excellent attention to detail
• Proficient in Microsoft Office Suite of products.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.