Paraplanner/Client Relationship Manager

Up Wealth Management Pty Ltd.; Canberra; On-site; AUD 70,000 - 95,000; Full time

Job summary

Up Wealth is seeking a Paraplanner/Client Relationship Manager in Canberra. The primary duty is to produce high-quality, client-friendly advice documents efficiently and accurately, while supporting advisers in managing client relationships.

You'll write SOAs and ROAs, assist with meeting preparations, and handle occasional reception tasks. The role suits someone with experience in financial planning, strong written/oral communication, Xplan familiarity, and a collaborative, proactive mindset.

Qualifications

• Experience writing SOAs and ROAs for clients.
• Excellent written and verbal communication skills.
• Ability to manage client relationships with advisers.

Responsibilities

• Produce high-quality, client-friendly advice documents in a timely manner.
• Support advisers in managing client relationships and logistics for meetings.
• Prepare for client meetings and lodge documents after meetings.
• Assist with reception duties when needed and handle inquiries.

Skills

SOA Writing

ROA Writing

Xplan

Attention to detail

Client relations

Communication

Team player

Education

Financial Planning studies

Tools

Xplan

Job description

Up Wealth provides financial advice and wealth management for over 40s who have done well - and know they can do better. We work with business owners, high-income professionals, self-funded retirees and federal government public servants across Canberra, Sydney and the NSW South Coast. We are 100% adviser owned.

We untangle the complexity. We see the blind spots. We find the opportunities. The weight of uncertainty lifts. And our clients get to choose how they spend their life.

Our values are: Client focus, Be ourselves, Keep it simple and make it meaningful, Have speed, Pioneer, Invest in our people and brand, Work hard and have fun.

Our business has had strong growth in the first 12yearsof business and we are now looking to bring on an additional Paraplanner/Client Relationship Manager.

The role

The primary role will be to produce quality, client friendly, advice documents in a timely and efficient manner. The successful applicant will require strong attention to detail.

You will also provide a support role for the advisers in managing client relationships. You will speak with and deal with clients for administrative matters, whilst also overseeing the preparation for client meetings and lodging documents off the back of meetings. As a young business, we will all need to roll up our sleeves at times to answer phone calls and greet clients at reception.

The person

We are people people. We are looking for someone who is passionate about building a career in financial planning – we will be here to support, mentor and invest in you. We are seeking someone who aspires to be the best they can be, who wants to be part of something great and something that will be meaningful. The person ideally would have already worked in a financial planning business and would be capable and competent in writing advice documents.

You will be provided with responsibility and we will need you to operate with autonomy. We will work hard and have fun. As part of that, we need outcomes and need you to get things done. We value curiosity. We need someone that is innovative and creative so they can continually seek improvement in their role and the way that we do things.

Other

Having worked in a financial planning business, in a similar role, will be required.

Experience in writing SOAs and ROAs as a paraplanner is required.

You have completed or are presently completing studies in Financial Planning or a related field.

You need to have excellent oral and written communication skills.

You need be able to operate in a highly professional business who deal with affluent, high net wealth and high net income individuals and families.

You must be a team player.

You need excellent computer skills. Xplan experience is preferred.

We will be flexible on the commencement date of the position. We are looking for a full-time employee, however if the applicant that best suits the role needs the flexibility to work part-time, due to other commitments (ie study or family), then we may consider a part-time position.We will start to conduct initial interviews in the coming weeks.

For further information on Up Wealth Management visit our website at: