Client-Focused Financial Planning Associate

EBR Ever Better Recruitment; Sydney; On-site; AUD 80,000 - 110,000; Full time

Job summary

EBR Ever Better Recruitment in Paddington NSW seeks a financial planning professional with 3+ years of experience to manage day-to-day client relationships and support senior advisors. You will attend client meetings, assist with complex SOAs, and develop strategies across multiple entities.

Strong communication and Xplan skills are essential. Responsibilities include preparing engagement letters, implementing superannuation and investment funds, and managing client portfolios with a high level

Qualifications

• Degree qualified in Commerce, Economics, or similar discipline.
• 3+ years' experience in financial planning/advice or related field preferred.
• Paraplanning or client services background preferred.
• Exceptional client service focus.
• Excellent written and verbal communication skills.
• Strong Word, Excel and Xplan skills.

Responsibilities

• Managing the day to day client relationship, becoming the first point of contact for client enquiries
• Attending client meetings with Senior Advisor / Director, and presenting as required
• Assisting with the preparation of complex strategic SOA's
• Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client.
• Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
• Preparation of engagement letters
• Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
• Managing and tracking client portfolios

Skills

Client relationship management

Client meetings

SOA preparation

Financial strategy development

Paraplanning background

Excellent communication

Xplan skills

Word and Excel

Education

Commerce degree

Economics degree

Tools

Xplan

Word

Excel

Job description

EBR Ever Better Recruitment in Paddington NSW seeks a financial planning professional with 3+ years of experience to manage day-to-day client relationships and support senior advisors. You will attend client meetings, assist with complex SOAs, and develop strategies across multiple entities.

Strong communication and Xplan skills are essential. Responsibilities include preparing engagement letters, implementing superannuation and investment funds, and managing client portfolios with a high level