Financial Planning Assistant - Jobs in Perth - 752421

Aspire2 Wealth Advisers
Job Summary
  • Skills N/A
  • Job Type
  • Salary
  • Telecommuting

Job Description

Who Are We

Aspire2 Wealth Advisers is a boutique financial planning firm offering holistic advice to a range of clients. An opportunity, due to business growth, is presented to join this highly experienced team. Aspire2 aims to take the complexity out of financial planningby Simplifying whats Possible for our clients, our team and our community.

Who Are You

We are seeking an experienced financial planning assistant who possesses a strong work ethic, can pick up new skills quickly and has a genuine interest in joining our team on a long-term basis.

You describe yourself as a team player who thrives in a collaborative workplace to achieve positive outcomes for all stakeholders. You approach your day with a mature outlook and whilst you are happy to take direction from others, you are a confident decision maker when it comes to compliance and process.

The Role

The purpose of this role is to assistthe financial advising team in meeting our clients needs and expectations by supporting them in day-to-day financial planning tasks.

Your duties will include:

  • Assisting with client inquiries
  • Preparation of information for the production of SoAs and RoAs;
  • Implementation of advice strategies;
  • Ensuring ongoing compliance requirements are being met;
  • Assisting in the ongoing provision of services to our client base.
  • Skills and experience

    The strengths and skills we are looking for include:

  • Experience within the Australian financial planning industry
  • Ability to prioritise and managedeadlines
  • Excellent communication skills, both written and verbal
  • Advanced computer skills and experience usingfinancial planning software
  • Diploma of Financial Planning (not essential)
  • Benefits and perks

    At Aspire2 we aim to live and display our core values of Empowerment, Innovation, Accountability, Education, Community and Leadership on a daily basis.

    Aspire2 is an inclusive business that prides itself on growing our team organically and will activelyprovide support in helping you achieve your personal career goals.

    If you are seeking your next challenge, working in a client-focused business withprofessional, friendly staff we encourage you to apply.

    The application form will include these questions:
    • Which of the following statements best describes your right to work in Australia
    • Have you completed a qualification in financial planning
    • How many years' experience do you have in the financial services industry
    • What's your expected annual base salary
    • How much notice are you required to give your current employer

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