Investment & Planning Assistant

SPM Investment Group Pty Ltd; Maroochydore; Presencial; AUD 60.000 - 80.000; Jornada completa

Descripción de la vacante

SPM Investment Group Pty Ltd in Maroochydore invites applications for a Planning Assistant with a strong client-service mindset and compliance focus. The role centers on paraplanning and supporting advisers in a boutique, independent firm serving private clients locally and abroad.

Ideal candidates bring 2–3 years in a similar role, experience with Xplan/IOS/FactSet, and solid Excel/Word skills. This hands-on position requires data integrity, attention to detail, and proactive teamwork.

Formación

• Experience with industry software (Xplan/IOS/FactSet).
• Proficiency in Microsoft Office (Excel & Word) and macOS.
• Strong attention to detail and exceptional communication skills.

Responsabilidades

• Place portfolio trades with Advisers.
• Update portfolio transactions in Xplan (IPS).
• Compile Portfolio Valuations and Portfolio Performance Updates (monthly).
• Prepare Statements of Advice (SoA) when needed.
• Conduct securities/data research and analysis.
• Manage databases (FactSet).
• Communicate with clients to obtain updated financial information.
• Assist team with projects.

Conocimientos

Attention to detail

Communication skills

Self-motivated

Team player

Herramientas

Xplan

IOS

FactSet

Excel

Word

macOS

Descripción del empleo

SPM Investment Group Pty Ltd – Maroochydore QLD

Our Specialist Advice and Portfolio Management firm is seeking a Planning Assistant with a strong focus on client service and compliance to join our team.

Please note we are not seeking a Financial Adviser.

We are seeking someone that holds previous paraplanning or complex client services experience within the financial advice industry who would like to remain in such a role. Someone who is self-motivated, enthusiastic and enjoys excel spreadsheets and ensuring data integrity.

Our Sunshine Coast based firm is independently owned and provides specialist advice to high net worth Private Clients located locally and abroad. SPM provide ongoing holistic and active portfolio management to our existing Private Clients.

Duties include:

• Placing portfolio trades with Advisers
• Updating portfolio transactions in Xplan (IPS) including corporate actions
• Compilation of Portfolio Valuations and Portfolio Performance Updates (monthly)
• Preparation of SoA’s when needed
• Conduct research and analysing securities / data
• Database Management (FactSet)
• Communicating with clients to obtain updated financial information
• Assisting team with projects

The successful candidate will ideally have:

• Experience with Industry software (Xplan/IOS/FactSet)
• Proficiency in Microsoft Office (specifically a strong understanding of excel & word) and macOS
• Strong attention to detail
• Exceptional communication skills
• Knowledge / understanding of superannuation and investments
• Ability to engage and complete set tasks
• 2-3 years experience in a similar role
• Positive attitude and ability to contribute to a small team environment
• Experience in financial markets and regulations, project management and report construction would be preferred. However, if you hold limited experience in the industry and have a willingness and keen desire to learn and make this role your own, we encourage you to apply.

***Applications from Recruitment agencies will not be accepted***