Financial Planning Assistant
Due to the continued growth of our Financial Planning department, we are currently seeking an Administration Officer / Trainee to join the team.
This role is not your normal “get the mail and go to the bank” admin job. This is a higher-level position, ideally suiting someone who would like an interesting and challenging job with room to advance to a more professional position in the future if they choose.
At Power2 we are happy to see our team progress and provide generous Training Bonus’s and incentives. We can proudly boast that we have team members who have progressed from Client Services officer all the way to Financial Planner.
What is Financial Planning?
Financial planning is all about helping clients protect and grow their wealth and it combines many different aspects of Business, Law and Finance.
- Financial planning at Power2 includes insurance, superannuation, investment, and estate planning advice.
- Unlike most, Power2 has its own Australian Financial Services License meaning we work directly for the client. There is no bank or other institution quietly sitting in the background.
- We are a local company with owners working in the business and you would be surrounded by a team of dedicated and approachable young people, all there to help guide you.
Where do you fit?
Financial Planning Assistant
Our friendly team will help you get up to speed with everything you need to know and some of your daily tasks will include:
- Provides administrative support to our team of Financial Advisers and Paraplanners.
- Assists clients with both phone and email queries
- Prepares files for client meetings and collates client review packs.
- Administration relating to implementation of client strategies plus processing applications.
- Managing work in progress and keeping track of workflow for clients
- Liaising with relevant providers such as superannuation and insurance funds for information and research.
- Adherence to compliance requirements.
- Professional presentation with polished communication skills and a can-do attitude.
- Previous Administration experience, preferably within Finance or Banking .
- COIN experience and Financial Planning studies would also be highly advantageous.
What do you need?
We are proud of our happy and welcoming work environment. We work hard, but we enjoy our time at work and the right person will slot right in.
Our ideal candidate will be able to demonstrate the following:
- Working knowledge of Microsoft Suite (including Excel).
- Great attention to detail and exceptional organisational skills.
- Previous Administration experience or studies would be advantageous, e.g. Cert III or Business/Legal studies:
To apply:
Email your CV and cover letter to us by clicking Here (or send your email to )