Implementation Consultant - Financial Advice
The Practice A highly regarded practice located in North Sydney is looking for an experienced Implementation Officer to join their successful team of advisers. We are looking at hiring several positions across the business with a strong focus on Implementation Officer / Manager experience. This practice is focused on delivering high level quality advice to their clients.
This is an exciting opportunity as the practice is growing and will provide a professional, diverse working environment. Overview: Provide quality, timely and precise responses to customers Partner with Financial Planners and Para-planners to deliver customer first solutions Point of contact for general customer queries on the implementation activities As Implementation Support Officer / manager, you will ensure the compliance and effective implementation of advice recommendations through effective process execution and internal and external stakeholder relationship management. About You To be successful in this role, you will ideally bring the following: Completion of/undertaking DFS, Diploma in Financial Planning Excellent personal organisation and time management skills, with the ability to coordinate workflow via XPLAN/COIN Financial Planning workflow management Detailed understanding of the end to end advice process and Fee for Service propositions Detailed understanding of the financial services industry and financial services products Effective problem-solving skills, use of initiative, PC literacy skills, verbal and written communication and Xplan Financial Planning software knowledge Please apply directly to jenny_craigamp.
com.au For a confidential discussion please call 0481 439 240.