Hunter Bdm: Private Credit & Development Finance

Roundtree Search; Sydney; Vor Ort; AUD 39.000 - 55.000; Teilzeit

Zusammenfassung

BJAK is seeking a Financial Planning Administration Support on a part-time basis at our Northern Beaches location. The role is a 12-month contract with potential extension, providing client care to Investment and Superannuation clients and back-office support to the Financial Planning teams.

Responsibilities include coordinating appointments, LOA checks and processing, data gathering, and ensuring compliance while supporting advisers and platforms. Prior experience with XPLAN is preferred.

Qualifikationen

• High degree of flexibility and excellent multitasking ability.
• Proficiency with office applications and aptitude for learning new software and systems.
• Ability to maintain confidentiality of company information.
• Demonstrate teamwork and build customer and stakeholder relationships.
• Excellent communication and documentation skills.
• Experience using XPLAN preferred but not essential.

Aufgaben

• Coordinate the booking of client appointments for financial advisers.
• Check LOA validity, update and process LOAs as required.
• Source external super fund information.
• Update feeds in XPLAN and ensure accuracy of data.
• Forward insurance details to relevant staff and update IDs.
• Check Binding Death Nomination status for Asgard/Mason Stevens.
• Update client records and notes in XPLAN including reviews.
• Prepare, send and process Ongoing Service Agreements and Fee Consents.
• Liaise with adviser, client and platform to ensure smooth implementation of applications.
• Ensure compliance requirements are adhered to.

Kenntnisse

Flexibility

Multitasking

Office applications

Confidentiality

Teamwork

Relationship building

Communication

Tools

XPLAN

Jobbeschreibung

Job Description

Fast growing progressive company

Beautiful Northern Beaches location

12 month contract with potential to extend or progress

Our company provides a trusted ecosystem of diversified financial advisory, private wealth management, business advisory and taxation and accountancy services. We pride ourselves on providing personalised advice and valued taxation and financial services and are changing the shape of the industry.

We have an exciting an opportunity for a Financial Planning Administration Support to join our team. The role will be part time, with the possibility to work hours over 4 or 5 days.

The role is integral to the ongoing success of the business. The responsibilities are multifaceted, you will provide superior ‘Client Care’ to our valued Investment and Superannuation clients, along with quality back-office support to the Financial Planning and Administration teams.

Main Duties/Responsibilities

• Coordinate the booking of client appointments for financial advisers.
• Checking Letter of Authority (LOA validity, update and process
• Source external super fund information.
• XPLAN – Update and check feeds are set up
• Forward insurance details to relevant staff
• Check required ID is current and update
• Check Binding Death Nomination is current for Asgard/Mason Stevens
• Update XPLAN with any changes to Fact Find
• Add/check next review date
• Prepare/send Fact Find for signing if required
• Scan, send and action any mail
• Binding documents and other documentation preparation as requested
• Prepare, send and process Ongoing Service Agreements and Fee Consents with platforms
• Liaise with adviser, client & platform to ensure smooth implementation of client’s application.
• Ensure all Compliance requirements are adhered to.
• Update policy information including addition of new clients, updated policy details and general notes in XPLAN.
• Update of client personal information on XPLAN and where required with Platform.
• Collection of policy history and record keeping of telephone conversations with platform and clients.
• General administrative support to Financial Adviser, adhere to their requirements in a prompt manner and provide quality of work standard.
• Implement efficiencies as processed evolve.

Required Skills and Qualifications

• High degree of flexibility, and excellent multitasking ability
• Proficiency with office applications, and aptitude for learning new software and systems
• Ability to maintain confidentiality of company information
• The ability to demonstrate and encourage teamwork
• The ability to build customer and stakeholder relationships
• Excellent communication and documentation skills
• Experience using XPLAN preferred but not essential
• Attention to detail and problem-solving skills

About BJAK

The original mission of BJAK is we believe people deserve smarter ways to plan, save and grow their money. This is the origin of our name.

Started in 2019, we built the first mobile‑first, insurance platform, enabling insurance to be accessible online by millions in the region. Today, its the leading insurance platform in Southeast Asia.

Today, we are expanding ways to help people in the region — this includes spending, saving, investing, exchanging, travelling, and more. Our mission is help people get more from their money every day.

We have teams working around the world, with over 20 nationalities from our offices and remotely, who truly enjoys their work. We are looking for the most talented and driven people we can find. We are looking for people who work for their passion, not counting hours. Who loves building great next‑generation products, not status quo. Who cares about redefining how everyone around us can get the best financial applications, not for an exclusive few.

If you're this person, we'd love to talk to you.