- Opportunities for progression to PY or through other avenues
- Multi-disciplinary firm with offices in Brisbane & Sydney
- Award winning Financial Planning practice with a growing team
Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across a broad range of financial services, lending, and insurance. It is a committed team environment and they support ongoing training and personal development whilst recognising and rewarding good performance.
The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into Xplan (CRM)
- Hands-on role assisting the team with the implementation of advice
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
- Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Must have experience with XPLAN
Benefits
- Work within a large professional office space
- Education supported financially
- Work from home and in the CBD
- Strong salary package reviewed annually
- Career advancement is encouraged
What Next?
Please click on APPLY NOW . Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Ben on 0400302396 .
