Skip to content

Future Focus Financial Planning,

We launched our business 3 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help friends, family, and our local community through financial advice towards the future they desire.

Our small team of four have between us 36 years’ experience in Financial Planning in the Illawarra.

Our work is demanding yet rewarding, and we love doing it together. We are friendly high-achievers that deliver for our clients and community – all while looking out for each other, rewarding effort along the way, and providing tailored personal and professional growth opportunities.

We believe we represent what Financial Planning should be rather than what it once was (like many on XY!), and our success in our first 3 years is a testament to that, building a strong base of clients and advocates who love what we do.

Our business continues to evolve through industry leading approaches to client focused advice, client engagement, values-based investing, staff incentives and development, and business management.
We are currently the only financial planning business in the Illawarra specialising in ethical investing and members of the Ethical Advisers Co-Operative.

Work Type

In Person

Role Type

Support Staff

Employment Type

Full Time

About the role

We are looking for a full-time (ideally) employee who is passionate about and experienced in financial services, passionate about helping people in our community and most importantly, great to work with for us and our clients.

 

The primary role of this position is to provide advice implementation services and administrative support and assistance to our fast-growing business as required to continue delivering an exceptional experience to our clients.

 

This will include electronic and/or paperwork to implement financial plans, communicating with product providers to confirm accurate implementation and attending to client queries.

 

Career Pathway

 

As a business aspiring to become leaders in our industry Future Focus is growing fast. This provides an opportunity for our early hires to grow and develop with us. We are hiring to add to our core team for the long-term.

 

A successful applicant will be provided the training and support to effectively use the technologies and systems within the business, as well as product specific training to facilitate the implementation of financial advice for our clients and meet the administration requirements of the business.

 

Success in this role can lead into becoming a team leader, a senior role within business operations, or simply a fulfilling career excelling in client services.

 

As your skills develop further and you discover what you love we will do what we can to develop a role within Future Focus to ensure you excel as we work together towards the future you desire.

Skills and experience

The following experience is necessary for this position:
– 2 years’ experience in financial advice implementation or 5 years in a financial services role.
– Client service experience including general enquiries, booking appointments, managing expectations, and experience managing high work volumes.
– High level proficiency with Microsoft Office, particularly Word, Excel, and Outlook.

 

The following skills are necessary for this position:
– Being a good human.
– Great attention to detail.
– Energy and enthusiasm.
– Excellent time management.
– A passion for customer service.
– Active listener and clear communicator.
– Experience in the preparation and submission of superannuation, investment, and personal insurance applications.
– Experience in the completion of insurance applications.
– Completion of insurance underwriting questionnaires.

 

The following qualifications are desirable for this position:
– A relevant university degree (Commerce related) or TAFE courses in Business Administration.

 

The following experience is desirable for this position:
– Experience with XPLAN software.
– Experience with completing and managing personal insurance claims for clients.

Client Experience Officer

Future Focus Financial Planning,

Provide your details below and we will send them directly to .


More jobs

Evalesco Financial Services, Sydney NSW, Australia

Senior Risk Adviser based in Sydney CBD

We are looking for an experienced and accomplished Senior Risk Adviser to join our team. This role presents an excellent opportunity for an individual with a proven track record in risk advisory to make a significant impact.  

 

Your responsibilities will include:

  • Cultivating strong relationships with an existing book of clients, delivering tailored risk advice
  • Collaborating with referral sources to introduce new clients to the business
  • Working seamlessly within a collaborative team of advisers, associates and admin assistants to ensure an exceptional client experience
  • Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary

Sydney NSW, Australia

Full Time

Flexible

Blueprint Wealth, South Perth

Relationship Manager

Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor  has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete 

South Perth

Full Time

Flexible

Purpose Advisory, Sydney NSW, Australia

Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible

Senior Adviser / Financial Advice Leader

  • Lead our financial advice process for all one-off & ongoing clients
  • Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella)
  • Additional Admin (Ivy) & Executive Assistant (Aleana) support available
  • Receive referrals from our life & business coaching services
  • Receive referrals from our existing clients & referral partners
  • Engage leads from our marketing efforts
  • Grow & improve our advice service and set of tools

Sydney NSW, Australia

Contract

Remote