Financial Planning Assistant

Are you a motivated individual seeking to kick-start your career in the dynamic field of Financial Planning? If you possess exceptional organisational skills, a keen eye for detail, and a strong desire to learn and grow, then we have the perfect opportunity for you! We are currently seeking a Financial Planning Assistant, also known as a Client Service Manager, to join our team.

At AKW, we are a long standing financial services and accounting firm that has been committed to providing comprehensive wealth solutions and exceptional client service for over 90 years. With a focus on helping regional families achieve their financial goals and go even further, we’re here to help them make smart decisions about their money at every stage of life, priding ourselves on delivering personalised advice tailored to each client's unique needs. 

Your Role

You will play a crucial role in supporting our team of experienced wealth creators and ensuring the smooth operation of our client service processes, and for those who wish to go even further, you will have the opportunity to gain hands-on experience and develop a deep understanding of the financial planning industry. The choice is yours.

Either way, this position serves as an excellent entry point for individuals interested in pursuing a career in administration and/or the financial services sector. Responsibilities will include:

• providing administrative support to our AKW Wealth team, including scheduling appointments, managing calendars, and handling correspondence,

• assisting in preparing and maintaining client files and documentation,

• conducting research and gathering relevant information for financial plans and reports,

• collaborating with team members to ensure accurate and timely completion of client deliverables,

• communicating with clients in a professional and courteous manner, addressing inquiries and providing general assistance,

• supporting the implementation of investment strategies and portfolio management activities, and

• staying updated on industry regulations and best practices to ensure compliance with relevant guidelines.

Key Attributes

The ideal candidates will be enthusiastic, driven and excited about a career with AKW, and how we support clients that work in a diverse range of businesses and industries. Key attributes for the role include:

• A strong interest in financial planning and a genuine desire to learn and grow in the field.

• Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree).

• Excellent organisational and time management skills, with the ability to prioritise tasks effectively.

• Attention to detail and a high level of accuracy in all aspects of work

• Strong written and verbal communication skills.

• Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint).

• Ability to maintain confidentiality and handle sensitive information with discretion.

• A proactive and self-motivated mindset, with the ability to work independently as well as part of a team.