#Xplan partners software

Looking after daily backup tape for office server – take tape off site every night (daily + monthly) Maintaining Adviser codes with fund managers, including getting new codes issued Liaising with Macquarie Wrap (our primary platform) and local Macquarie BDMs Maintenance of office equipment – copiers, printers etc Responsibility for establishment and maintenance of new digital Retirewell Library Organising Office Staff lunches (external) + birthday celebrationsĪcting as point of contact with Building Management - maintenance issues Ordering/maintaining stationery supplies (Officeworks, Impact) + organising office printingĬontrol of Shred-X (document destruction)īuying kitchen supplies, including ordering Spring Water for office Liaising with our external IT Manager on day-to-day issues We are far more interested in hiring the right person, with the right attitude, character and personality traits, with a desire to learn - and who is seeking a long-term, stable employment situation. Potential applicants – do not be discouraged from applying if you feel you are a bit “light” in meeting some of the desired skills and experience requirements set out below. We are of the view that the more information we provide about the role, the greater chance that we may receive applications from the right applicants. The person who previously filled this role has recently retired, after 24 years. Whilst some readers may consider the extent of detail provided is extreme and unnecessary, we believe that anyone who is serious about a change of employment and is looking for a new (potentially long term) position, will appreciate the detail provided. We have opted to list a very detailed description of the role, under 3 main headings. Because we deal with an older clientele, the firm has an ongoing Covid vaccination policy for all employees.

#Xplan partners software

The applicant will need to build on existing knowledge and skills to quickly learn other software and programs – in particular the Iress XPlan CRM software, if not already known. High level of competence in dealing with computers and software, particularly all Microsoft programs.A high level of knowledge and competency in the use of the Iress XPlan CRM software would be extremely useful, if not essential.Friendly, outgoing and tolerant nature, in dealing with clients and other staff members.Ability to work autonomously and make decisions within your areas of responsibility.Excellent written and verbal communication skills - essential.Because the role encompasses a broad spread of tasks and responsibilities the ability to prioritise tasks and work in a fast-paced environment is seen as a necessary prerequisite.Attention to detail is essential - this is the most important characteristic required for the role.The applicant will likely possess the following particular aptitudes and/or skills: We use XPlan and Macquarie Wrap.ĭesirable Skills, Abilities and Attributes We have held our own Australian Financial Services Licence (AFSL) since 1995. We are not institutionally aligned - we provide advice and investment solutions that best suit our clients’ needs. Retirewell Financial Planning Pty Ltd is a respected, successful, privately-owned and independent, boutique financial planning firm, with modern spacious offices in the inner CBD, near the Mall. The preferred applicant would have significant prior experience with XPlan and is seeking long-term, secure employment in this position. However, the position is not being offered as a stepping stone to something else – we need a long-term, permanent employee who is trying to find the right niche for long-term, stable and satisfying employment - in this position.

Further career development and support provided, in a friendly, collaborative team environment, working with interesting people. Previous experience in administration and/or client service in a financial planning practice is likely to be a prerequisite for this role. The Senior Planners provide a high level of personalised financial planning services to the firm's client base of predominantly retiree clients. Retirewell is a long-established, specialist financial planning firm which focuses on retiree clients. The role has 3 areas of responsibility: Senior Practice Administrator Administration Assistant to the Practice Principal and providing assistance to the Practice Principal's Client Service Manager. The primary role involves assisting the Practice Principal in the many tasks required to efficiently administer a self licensed AFSL with 10 staff, including 3 Senior Planners. This role would suit a senior, competent administration person who enjoys handling a variety of roles and responsibilities. Senior Practice Administrator + Client Support Officer