Financial Planning Associate - Implementation Specialist

DO NOT APPLY IF YOU DO NOT HAVE EXPERIENCE IN AUSTRALIAN FINANCIAL PLANNING - IMPLEMENTATION. CANDIDATES WHO DOES NOT HAVE EXPERIENCE WILL NOT BE ENTERTAINED.

The Client Service Administrator – Implementation plays a key role in delivering a seamless and professional client experience by supporting the implementation of financial advice. You will help bring advice to life by preparing and coordinating the completion of forms, liaising with clients and providers, and ensuring all actions are finalised accurately and efficiently.

Success in this role comes from being detail-oriented, highly organised, and responsive. You'll work closely with financial advisers and product providers to ensure each client's advice is implemented smoothly, on time, and with care.

This is a client-support role, not a client-facing sales or advice role — but you will engage with clients professionally through email, phone, and SMS to guide them through the implementation ...