Financial Advice Implementation Officer

· Have you previously been a client services coordinator or Implementation officer in a financial services firm and looking for career diversity?

· Do you have experience in administration of superannuation, investment and insurance products?

· Join forces with one of the best – and become a key part in delivering outstanding customised advice

Here you will be joining a business that delivers a holistic and tailored financial planning service to their clients across 4 office locations. This is a prominent position where you’ll be part of a close-knit team, ensuring that clients feel, without a doubt, that they are in very good hands.

The Implementation Officer will be assisting new and existing clients implement the recommendations made by their Financial Adviser.

In this role you will:

· Action tasks that are established from a workflow which is created from recommendations made in our SOA by our advisers

· Follow tasks triggered by Implementation workflows once a client has agreed to proceed with the recommendations made by our adviser

· Liaise with each client and with third parties such as platform administration providers and insurance companies

· Complete the implementation process in a timely and accurate manner

· Prepare documents for signing by clients and also assist them execute those documents

· Regularly follow up clients and third parties.

· Provide constant updates and feedback to the financial advisers your supporting

· Collaborate closely with financial advisers to translate client goals into actionable strategies and recommendations.

· Manage timelines and deliverables to ensure tasks are completed on schedule.

· Conduct regular follow-ups with client’s post-implementation to review progress and make necessary adjustments.

· Oversee Fee Disclosure Statements (FDS) processes in alignment with legislative requirements, and ongoing management of FDS/ annual review needs of client book.

To succeed in this role, you will possess the following attributes:

· A polished presentation and superior communication skills (written and verbal)

· Knowledge of the administration and implementation requirements around the processing of superannuation, investment and insurance products

· Minimum 2-year experience in a similar role within a financial services organisation

· A strong attention to detail

· Excellent organisational and follow-through skills

· An ability to work without supervision and as part of a team.

· An ability to anticipate what is required of you and to work without supervision

· Knowledge of the retail financial advice regulatory environment, and an understanding of the importance of working within that framework.

· Diploma or degree in Financial Services is advantageous but not essential

Why you should apply for this role:

You’ll be part of a friendly, close-knit team of hard-working professionals who love going to work each day. You can be their next star employee.

Our client is offering a competitive salary of $65, 000 - $80,000 plus superannuation for the right candidate. WFH 1 day per week after probationary period is available.

Don’t delay, send your resume now, or to find out more – call Gavin at Pinstripe Recruitment on 02 +188 0.

You must have full working rights in Australia to apply for this role. This is not open to candidates on working holidays or bridging visa's