AddressAbout us
PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 83 financial advisers and 180 support staff in 12 offices in NSW, VIC, QLD, SA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families. Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”
Qualifications & experience
- Degree or studies in financial planning discipline desirable but not essential.
- Intermediate understanding and knowledge of the financial services industry highly desirable.
- Previous experience in a similar role in the financial services sector.
- Experience using XPLAN and MS Office software preferred.
Tasks & responsibilities
- Be the first point of contact with client queries by telephone, face to face and email.
- Ensure the maintenance and compliance of client files in the XPLAN database.
- Manage administrative functions by prioritising the daily workload and adhering to business workflow protocols. Including the accurate preparation of review, implementation and annual agreement documentation.
- Implement and manage ongoing Pension, Super, Investment and Insurance tasks to fulfilment.
- Attend and actively participate in team meetings and training opportunities.
- Work effectively within your team pod to meet the needs of clients and peers.
You are welcome here
We are an Equal Opportunity Employer, proudly welcoming people from all backgrounds. When you join PSK Private Wealth, we want you to bring your whole self to work - and we value your unique contribution.
