Job Description
The goal as a Financial Planning Assistant (FPA) is to become indispensable to our clients. You are expected to be keen to details, have quick turnaround time, and being proactive to client requirements.
Responsibilities
- Setup client files and adding client data to the financial planning software
- Prepare forms, documents, templates
- Type up client questionnaires & portfolio reports
- Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
- Prepare insurance premium estimates and quotes using specific software
- Prepare application forms, reports & mindmap presentations
- Submit application forms and follow up applications, insurance underwriting, medicals etc.
- Phoning clients & establishing good work relationships
- Download and collate documents and other research
- Update and maintain client database
- Basic marketing activities (i.e. sending email newsletters, arranging client events)
- Managing database in CRM system
- Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations.
Minimum Hiring Requirement
- Graduates of any course other related courses but must have a passion in customer service
- At least 2 years completion in college + 2 years work experience
- Proficiency or familiarity with Google Workspace
- Excellent communication and research skills
- Ability to self-manage and show initiative to drive results
- Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects
- Willingness to undergo trainings for the Australian accredited Finance & Mortgage Broking Certification
