Opportunity for an individual who is looking to create a career in Financial planning on the Central Coast of NSW.
You will be joining a team of two senior Financial Advisers, to complement existing staff.
Experience in financial services will be highly regarded. However, consideration will be given to individuals who do not have extensive experience, so long as they are willing to learn and have a sound fundamental understanding of financial concepts and markets.
Career development and growth opportunities available for the right candidate.
Requirements
Available for full-time hours (Monday to Friday). However, we are happy to provide flexible working options where appropriate.
Proficient IT skills and computer literacy (Microsoft Office 365 applications), with the ability to quickly learn new software/ programs as required.
Must have attention to detail and an eye for presentation.
Willingness to learn about Environmental, Social and Governance (ESG) concepts and have demonstrable values, which are congruent with the business.
Company description
Boutique Financial planning practice in Erina, specialising in ethical investments, superannuation and retirement planning.
Two existing Financial Advisers with over 35yrs combined experience. With four existing support staff.
Tasks
Applications preparation
Follow up with financial product providers
Client review preparation
Contact with clients via phone and email.
Use of Financial planning software for data entry
Progression to preparation of advice documents
Maintaining and updating relevant knowledge
Refer code: 2039547. Sky Summit Financial - The previous day - 2024-04-17 19:37
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