About the Client:
Our client is launching an exciting new financial planning joint venture, led by seasoned advisors with a strong background in wealth management and superannuation services.
Responsibilities:
- Prepare and submit superannuation and insurance applications
- Assist with managed superfund applications
- Perform insurance research and generate quotes
- Communicate with clients via email to gather information or update them on progress
- Liaise with insurance providers and superannuation funds to collect necessary data
- Maintain and organize client files and documentation
- Potential future tasks include calendar management and appointment setting
Qualifications:
- 25 years experience in financial planning or superannuation administration (35 years preferred)
- Solid knowledge of insurance and superannuation processes
- Excellent attention to detail and ability to manage multiple tasks
- Strong written communication skills and a professional client-facing manner
- Comfortable with industry-specific platforms (e.g., insurance portals)
- Proactive, reliable, and highly organized
