AddressThe Company
We are a rapidly expanding National Financial Services Dealer Group experiencing significant growth. We are looking to further expand our Financial Planning team in order to meet the requirements of our growing business.
The Role
Our organisation takes pride in the reputable presence that we hold within the Financial Planning industry. We have a strong focus on providing our clients with high quality Financial Planning advice.
An opportunity has arisen for a staff member with a strong financial services administration background to join the Financial Planning team in our waterfront Newcastle office.
Responsibilities
- Prepare Record of Advice documents for existing clients
- Liaise with clients
- Liaise with and support advisers
- Working collaboratively within a team to service new and existing clients
Experience and Skills
- Previous experience in a financial services administration role
- Experience in preparing Record of Advice documents
- Excellent written and verbal communication skills and a high attention to detail
- Ability to build and maintain strong relationships with clients and internal and external Financial Planners
This is a great opportunity at the forefront of the Financial Planning industry for someone looking for a long term position as part of a dynamic organisation.
Benefits and Perks
- Work from our stunning waterfront office based in Newcastle
- Supportive team environment with friendly dedicated staff
- Training and development provided
If this sounds like you, then we would like to hear from you.
Only short-listed candidates will be contacted.
