Wealth Advisory Assistant & Client Services

International Search Partners; Dubbo; On-site; AUD 65,000 - 90,000; Full time

Job summary

International Search Partners in Dubbo, NSW, seeks an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting teams. You will engage with clients across face-to-face meetings, email and phone to deliver timely, accurate service.

The role involves preparing meeting documentation, maintaining client data in CRM, assisting advisers with research, and contributing to paraplanning tasks like SoA and RoA.

Qualifications

• Experience in a similar Financial Planning environment.
• Knowledge of Superannuation, Retirement planning and Investments.
• Reliable, autonomous and strong work ethic.
• Proficient in Microsoft Office; experience with XPLAN preferred.
• Excellent communication and people skills with deadline discipline.
• Willing to learn and contribute to a great team culture.
• Tertiary Financial Planning qualification desirable.

Responsibilities

• Support Senior Advisers to meet delivery deadlines for advice.
• Prepare meeting docs and client reports for meetings.
• Maintain client data and records in CRM software.
• Prepare applications and assist with advice implementation.
• Liaise with clients and stakeholders to achieve positive outcomes.
• Assist advisers with research and strategy development.
• Contribute to paraplanning, including SoA and RoA documents.

Skills

Client service

Communication skills

Time management

Education

Tertiary qualification in Financial Planning or related field

Tools

XPLAN

CRM software

Microsoft Office

Job description

International Search Partners in Dubbo, NSW, seeks an experienced Client Services Officer/Adviser Assistant to support wealth management and accounting teams. You will engage with clients across face-to-face meetings, email and phone to deliver timely, accurate service.

The role involves preparing meeting documentation, maintaining client data in CRM, assisting advisers with research, and contributing to paraplanning tasks like SoA and RoA.