Initially the role will be a client service administrator role with a pathway to become an associate adviser. You will need to become proficient as a client service administrator first and then various tasks of an associate adviser will be added to your role with complete support and mentorship from a Senior Financial Adviser.

- Preparation of the implementation documents and notes for Statements of Advice to be presented to clients for our team of 2 advisers.
- Facilitation of client advice implementation including (but not limited to) lodgement of applications and rollovers, insurance applications including quotes and underwriting, SMSF establishment, Centrelink and Aged Care, establishment of the KFG Wealth Portal.
- Maintain constant communication with clients and advisers throughout the implementation process.
- Follow policies, processes and service standards to ensure legislative compliance is upheld.
- Ensuring all notes and data are recorded accurately.
- Arranging appointments for Advisers.
- Other administration duties as required.