Financial Planning Assistant

Ignite Your Career Journey: Where Global Opportunities Meet Local Excellence!

Here we understand the value of worklife balance like no other. As a Financial Admin Assistant with our financial services provider client youll enjoy a unique perk that sets us apart the freedom to reclaim your personal time and focus on what truly matters to you. In this role we believe that the importance of a balanced life goes beyond mere words. Were committed to ensuring that once your shift ends you have dedicated hours entirely to yourself. No more late nights or weekends spent tethered to your desk. This means you can fully embrace your passions spend quality time with loved ones or simply unwind after a productive day.

As a Financial Admin Assistant you will play a crucial role in supporting financial advisors by handling various administrative tasks related to client paperwork and communication. Your responsibilities will encompass managing inboxes ensuring timely and organized communication channels.

• Experience in Financial Planning: A minimum of 23 years of experience working in a financial planning business is required. This experience should encompass familiarity with various financial planning processes industry regulations and best practices.
  
• Proficiency with Xplan Software is essential.
  
• Customer Service Orientation: While the role primarily supports financial advisors.
  

• The job primarily involves assisting financial advisors with administrative tasks related to client paperwork and communication. Responsibilities include:
  

• Managing inboxes.
  
• Organizing and saving client documents.
  
• Filling out paperwork.
  

• Ensuring all necessary forms are properly completed and saved.
  
• The role entails frequent communication with advisors and colleagues.
  
• The position does not involve direct communication with clients but focuses on supporting advisors in their interactions with clients.
  

• Day 1 HMO coverage
  
• Competitive Package
  
• Prime office location
  
• Day shift schedule
  
• Standard government and Emapta benefits
  
• Total of 20 annual leaves to be used on your own discretion
  
• Fun engagement activities for employees
  
• Mentorship and exposure to global leaders and teams
  
• Upskilling through Emapta Academy
  
• Career growth opportunities
  
• Diverse and supportive work environment
  

Our client Minchin Moore stands out as a privately owned financial advisory firm dedicated to addressing the diverse needs of individuals families foundations and for purpose institutions since its establishment in 2010. Renowned for its highly qualified team Minchin Moore specializes in providing expert financial advice and managing individually tailored investment portfolios. The company prides itself on a meticulous analysis of clients goals and requirements crafting fully integrated and holistic financial solutions to empower individuals at every stage of life.

Discover a world of possibilities at Emapta where your career takes flight in stability and growth. Join a team that thrives on camaraderie supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration innovation and personal development. We provide you with the platform for your success empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success Emapta offers a stable foundation for your career. Team up with likeminded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

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