Advice Associates
Core
Provide comprehensive administrative and implementation support to Financial Planners, assisting with advice delivery, documentation, and customer service within the financial advice sector.
Role type
Administrative support for financial planners
Builds
Financial advice implementation and customer service experiences
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
advice implementation, documentation management, record management, customer service, prioritization, high-volume workload management, risk management thinking
Preferred skills
Diploma of Financial Services (RG146 compliance), previous experience in financial planning/advice business, professional development completion
Technologies
None stated
Responsibilities
Provide administrative support to Financial Planners, assist in preparation for customer meetings, implement personal and general advice, support Annual Service Agreement obligations, collaborate on business initiatives, complete mandatory learning and compliance training
Seniority
Entry-level to Junior