Address
Form of work
SalaryBased in the beating heart of the Sutherland shire our client has an outstanding reputation for providing high quality and industry leading financial advice to clients across Sydney.
What's on Offer:
- Career Growth
- Friendly and supportive work environment
- Flexible working opportunities
- Strong team culture
- Opportunity for long-term career prospects
- Salary $75-85k + Super
You will be working closely with the Financial Advisers in order to support them in providing high quality advice to new and existing clients.
You will also be responsible for:
- Implementation of Adviser recommendations including liaising directly with Super/Investment funds and Insurance companies when required
- Maintaining ongoing relationships with our existing client base
- Booking in client meetings
- Preparation of paperwork
- Following up of adviser and client requests
- Processing of client transactions
The Person
- Minimum of 12 months experience working within financial advice
- Experience with implementation
- Strong communication skills and relationship building skills
- Excellent attention to detail
- Friendly and a team player
This is truly rare opportunity in the shire with the benefits of working in a larger organisation based in the heart of Sutherland with onside parking and fantastic career pathway.
To Apply for the role please press apply now or call James on 0451 831 ***
