Adviser Support

About us:

Hood Sweeney is a South Australian professional services firm with 50 years’ experience. Our 140 staff in Adelaide and regional offices in Clare, Pt Augusta, Whyalla, and Kadina, serve more than 3,000 clients. We provide Accounting & Business Advisory, Financial Planning and Finance, Technology services through Orlo One, and a range of consulting services for growing business, through Blue Jam. Throughout this period, we have sustained our growth by building meaningful, long-term relationships and providing a superior client experience.

Within the Financial Planning service line of Hood Sweeney, we take pride in delivering quality advice to high net-worth individuals with a focus on business owners and service professionals. We promote a culture of autonomy, accountability and innovation which contributes to the exceptional service our clients receive.

About the role:

As part of our sustainable growth journey, we have an exciting opportunity for an experienced Adviser Support professional to join our Financial Planning team. In this role, you will provide support to the Head of Financial Planning, delivering exceptional client service and outcomes. You will play an important role in supporting client engagement and onboarding, coordinating documentation and helping ensure advice, review and compliance activities are completed accurately and on time. In addition, you will provide high-level Executive Assistant support, coordinating and preparing for board and committee meetings.

• Assisting the Head of Financial Planning with the onboarding of new clients;

• Supporting the implementation and review of strategic and investment advice;

• Managing client book administration including liaising with clients and third parties;

• Preparing correspondence and managing client document administration;

• Ensuring client-related compliance requirements are maintained and up to date;

• Provide high level EA support to the Head of FP including diary management, email management and coordinating corporate travel;

• Coordinate and prepare for Financial Planning governance and leadership forums including scheduling, agenda preparation and distribution, the completion of minutes and action follow up;

• Provide secretarial support for the Investment Committee, including logistics, room and technology bookings, travel arrangements, minutes and follow up.

About you:

Ideally, you will have a minimum of 2-3 years’ experience in an Adviser Support or similar administrative role within financial services, professional services, legal, superannuation or another related regulated industry. You will bring strong written and verbal communication skills along with the ability to collaborate effectively in team environment. The successful candidate will be proactive, organised and confident managing competing demands with minimal supervision supported by excellent time management and interpersonal skills.

What we will provide for you:

• Positive team culture with a vibrant, social atmosphere;

• Continuous professional development opportunities including development programs, mentorship and technical training;

• Access to Health and wellbeing initiatives including EAP, mental and physical health programs;

• Brand new office facilities;

• Exposure to financial planning and board level governance, with the opportunity to build a long term career within the Hood Sweeney Group;

• Competitive salary with reward and recognition benefits.

Please register your interest with the People and Culture team at Hood Sweeney, PO Box 10516 Adelaide BC SA 5000 or **@hoodsweeney.com.au.

“Please note the personal information you provide to us will be handed in accordance with Hood Sweeney’s Privacy Policy (available at https://www.hoodsweeney.com.au/privacy/) which sets out how, why and when your personal information is collected, disclosed, used, stored and otherwise handled by us.”