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SalaryAbout the Business:
My client is an Award Winning practice. They provide high-quality financial advice and premium client service to local clients. Their range of clientele spans a wide age bracket, wealth spectrum and cultural diversity with an advice focus on Personal Protection, Superannuation/Investment Planning, Retirement Planning and Centrelink.
Duties and Responsibilities:
- Assisting Financial Planners with Daily Duties
- Completing admin tasks for clients
- Managing Client Relationships
- Preparing compliance-related documents for clients
- Updating clients’ information
- Providing technical support to clients
- Experience in a similar role
Skills and experience:
You should possess the following core competencies:
- Experience working in Financial Planning as CSO or similar
- Strong computer skills including usage of Office Word, Excel & Outlook
- Must be proficient with Xplan software or similar
- Able to prioritise your day and workload with minimal supervision
- Strong attention to detail
- Ability to work in a fast-paced environment
If you feel you have the skills and experience to be successful in this role please apply today. If you wish to discuss the opportunity in more detail please do not hesitate to contact Sam on 0406682261. All conversations or contact is kept with the utmost confidentiality.
Job Types: Full-time, Permanent, Part-time
Part-time hours: 30 - 38 per week
Salary: $65,000.00 – $75,000.00 per year
Benefits:
- Professional development assistance
Schedule:
- Day shift
Ability to commute/relocate:
- Maroochydore, QLD 4558: Reliably commute or planning to relocate before starting work (Required)
Work Authorisation:
- Australia (Preferred)
