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Associate Financial Planner
2 weeks ago
This is a perfect opportunity for someone with a financial planning support background seeking progression in the Finance Services Industry.
- Provide clients with exceptional service, prompt response and the correct information
- Maintenance of client/account database
- Liaise with various teams and share registries
- Ad hoc administration duties as requested by Financial Advisers
- Be part of a passionate, closeknit team with a focus on professional development and growth
YOU | As an Associate Financial Planner you will be positive, confident, and committed to providing a high level of administration and quality client service.
You will have the ability to work as a effective part of a team and be able to work under pressure and meet deadlines.
Ideally you will also possess:
- A willingness to obtain relevant qualifications to meet the FASEA education standards and other training requirements.
- Demonstrated high level data processing and numerical ability
- Demonstrated very high level of attention to detail
- Excellent time management, organisational skills, and the ability to manage competing priorities in a dynamic environment
THE ROLE | In this role you will provide administration support including preparation of varied reports and paperwork for clients and assist with client enquiries and reporting.
THE CLIENT | Our client is a leading Financial Planning group with a focus on providing accessible Financial Advice to their diverse client base.
Interested? Click 'Apply' now, or for a more detailed conversation contact one of our team.
Job Type:
Casual
Salary:
$ $37.00 per hour
Schedule:
- Day shift
Education:
- Diploma (preferred)
Work Authorisation:
- Australia (required)
Work Location:
In person
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