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Form of workSeeking an experienced Financial Services officer to join our small financial planning team.
Permanent Part Time of 3 days per week initially,with the potential to 5 days or full time in the future moving forward.
Having worked previously in the banking,financial services or mortgage broking would be an advantage.
Experience in Xplan or any of the financial planning CRM platforms would be preferable, as this role is based upon the ongoing client engagement and annual service agreements.
The successful candidate would work day to day with the licenced financial adviser and office practice manager.
Candidate to have the following strengths.
Microsoft and Computer Skills
CRM Management
Client Communication Skills
Telephone Manner Skills
Focus on Compliance
Attention to detail
Working within a team
