_{22nd January, 2025}

About the Opportunity:
Ready to join a multi-disciplinary, award-winning team of 20 across where your voice matters, and your growth is unlimited? We're seeking an enthusiastic professional who thrives on building genuine connections and delivering outstanding results. If you're naturally curious, take pride in your work, and love helping others succeed, this could be your next career milestone.
 
Reporting to the Associate Director, dmca advisory are seeking a natural communicator who can create lasting client relationships while contributing innovative ideas to strengthen their established service offerings. The successful candidate will play a key role in redefining client service in Financial Planning through their collaborative approach and problem-solving mindset.
 
Understanding that life isn't one-size-fits-all, the position is offered as either full-time or 0.8 FTE with school-friendly hours. dmca advisory is committed to finding the right balance for the right person.
 
About the Client:
dmca advisory take an integrated approach to their clients’ financial wellbeing. They are passionate about ensuring clients will always experience the same high levels of service no matter who they are dealing with, through the utilisation of effective systems & procedures.
 
Their clients include small to medium businesses, high net worth individuals and people wanting to plan for a better financial future.  They have a genuine passion for guiding clients to achieve financial freedom for lifetime success.
 
They focus on attracting the best people in the business to the team and have implemented many employer of choice initiatives to reward team for excellence.  These initiatives include flexible working hours, ongoing career development and an employee wellbeing program with a focus on supporting charitable causes and communities.
 
Key Responsibility Areas:
Administration:

• Provide comprehensive administration support for clients and advisers, covering tasks like scheduling, invoicing, fee tracking, debtor management, database maintenance, liaising with clients and advice implementation.
• Assist advisers in compliance management, including tasks related to Fee Disclosure Statements (FDS) and Ongoing Review Service documents.

Client Service:

• Interact with clients to assist with advice implementation
• Address general client queries on various financial advice areas, including investments, insurance, superannuation, and retirement planning.

Assist with Financial Planning Advice Delivery and Ongoing Service:

• Proactively support the team in delivering advice aligned with client goals.
• Assist with advice implementation, including document preparation, investment coordination, file management, and follow-ups.
• Contribute to ongoing service activities, performing pre-review checks, updating client information in Xplan, and assisting Financial Advisers in addressing outcomes from review meetings.

Business Development:

• Assist Financial Advisers in preparing for marketing and seminar activities.
• Proactively follow up on new client leads and referrals as requested.

To be successful in this role you will have:
Essential

• Minimum of 2 years professional services experience in a Client Service Officer or similar role;
• Excellent communication skills;
• Proficient with use of Office 365 suite of products;
• Experience dealing with clients in person, over the telephone and online.

Desirable

• Proficient with Xplan or similar financial planning software.
• Exposure to financial services administration processes including booking meetings, assisting with review preparations and implementations.

Why consider working for dmca advisory?
dmca values the contribution of team members, and provides a number of ‘employer of choice’ benefits including: -

• Competitive salary and rewards for meeting team targets and productivity.
• Study funding, mentorship and support.
• Personal career development plan for long term career progression and development.
• Flexible working arrangements to support work life balance.
• Fun, team environment with casual Friday’s, social club and other team incentives.
• Parental Leave regardless of gender.
• Employee Wellbeing Program, including onsite monthly massages and regular team challenges.
• Modern and well-equipped office located on the City Fringe.
• A paid leave day off for birthday or other special anniversary.

Sound like you?
If you'd like to learn more, don't hesitate to reach out to Anthony at 0435 843 155. To apply, please submit a cover letter outlining your relevant experience as detailed in the advertisement, along with your resume.
 
We maintain the discretion to extend an offer at any stage of the recruitment process. If you are interested in the position submit your application as soon as possible!
 
To streamline the process, we kindly request that recruiters and candidates refrain from directly contacting the client. The client has enlisted the services of BespokeHR exclusively for this role. If you or any potential candidates are interested in applying, kindly utilise the provided 'apply' button."

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