Address
Form of work Reputable organisation with career progression
Supportive team environment
CBD Based
The Company
Leading financial advice boutique that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and “Mom and Dad” clients and are very reputable.
The Role
This newly created role will see you performing a blend of both client service and administration. You will be contacting clients to organise meetings and preparing paperwork for them as well as ensuring the correct details are in their CRM system (X-Plan).
You will be mainly supporting a project to do with investments in the business while ensuring compliance requirements are being met. Assisting with SOA preparation will also be another part of the role where you can learn technically. Progression into paraplanning or a financial planner role may also be an option for you down the track.
Your Experience
Minimum of one year working in the superannuation or retirement planning industry.
Understand Compliance
X-Plan Experience is desirable but not essential
Excellent verbal and writing communication
Bachelor Degree desirable
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
