About Us As part of the Australian Medical Association (WA), AMA Financial Planning (www.amafinancialplanning.com.au) specialises in providing comprehensive financial advice to members of the medical profession. We are a growing practice with a close-knit and supportive team based in Nedlands, and are seeking to appoint a Part-time Client Services Manager (Implementation Specialist). The successful candidate will play a critical role in the Financial Advice process, taking ownership of the advice implementation function and supporting the team in delivering an exceptional client experience. Responsibilities and Activities : The role: Preparing information for client meetings (prospects and review clients) Greeting clients and preparation of meeting rooms for client meetings Managing the advice implementation process for client’s, across all advice areas (insurance, superannuation, non-super investment), by: Preparing application forms, for new business and other ad-hoc transactions Processing New Business applications Placing trades and investment switches, rebalancing accounts and reviewing confirmations Following up on the processing of applications to completion Managing the insurance underwriting process Liaising with clients and product providers (insurers, superannuation funds and platform providers) Reviewing commission statements, client service agreements and fee for service statements to ensure accuracy. Maintaining compliance requirements and documentation. Gain hands-on experience by attending client meetings, contributing to the development of tailored advice strategies using tools such as Risk Researcher, Wealth solver and Xtools to enhance your professional growth. Criteria: Excellent verbal and written communication skills and time management skills Ability to handle multiple tasks and operate on tight deadlines Have a can-do attitude and thrive on working in a dynamic team environment Have a friendly and approachable personality, taking pride in delivering an exceptional level of client service Experience using XPlan is preferrable. Minimum 5 years experience in the Financial Planning industry. Qualifications (or working toward qualifications) in Financial Planning or a related field would be viewed favourably Our organisation and what’s on offer Successful specialist financial planning, insurance broking and mortgage broking firm which is part of the Australian Medical Association (AMA WA). Seeking to build on the organisations brand of being the most ethical member association in Australia (https://www.ama.com.au/articles/ama-rated-most-ethical-member-association-australia ) by providing value to Medical Professionals and differentiating itself from traditional industry players. On the job training to help you understand how your role fits within our client-first philosophy. High performing and collaborative work environment where you will be encouraged and supported. Opportunity to grow and progress in your career. Flexible/Remote working options available subject to ongoing review and achievement of KPI’s. Attractive remuneration aligned to your experience and working hours Additional 3 days of special leave available per annum to be used between December/January based on certain criteria. Opportunity to be part of AMA Solutions, a diversified enterprise encompassing Membership, Advocacy, Training, Recruitment, CPD Home and Financial Services. (https://www.amawa.com.au/ama-solutions/) Located in Nedlands, this part time position offers an excellent opportunity to be part of an exciting and progressive organisation. The position will start as soon as possible following the completion of the recruitment and interview process. To apply for this position, please use the "Apply" link and email your curriculum vitae and a covering letter that highlights key points demonstrating background and experience and interest in the role.
