Financial Planning Assistant
2 weeks ago
Financial Planning Assistant
- **Location**:
- Keilor East - Victoria
- **Work Type**:
- Full Time
- **Salary**:
- AU$70000 - AU$75000 per annum + + super
- **Reference**:
- 22943
- **Who you will be working with?**
Our client is a successful award-winning Financial Planning firm offering sophisticated advice to their clients regarding retirement planning, superannuation, personal insurance, and estate planning. They have a focus on building strong long-term relationships, have an excellent culture and great reputation in the market.
**Benefits to the successful applicants**:
- Excellent culture and supportive family feel working environment
- Generous salary package
- Finish at 3pm on Friday
- Regular lunches and dinners out
- Ongoing career development opportunities
**Duties and responsibilities will include**:
- Preparation of monthly client review material, including database maintenance
- Produce monthly reports and contact clients with renewal updates
- Prepare new client kits and keep them up to date
- Provide ongoing support to the Advisers and Paraplanners
- Liaise with key stakeholders, clients, and external parties
**We are looking for someone with**:
- Polished and professional, with a hardworking attitude
- Excellent communication skills with the ability to confidently liaise with clients over the phone
- Good problem solving and analytical skills and ability to prioritise work
- Experience working in a similar role with the ability to build relationships with clients
- Excellent organisational skills
**_At Fuse, we specialise in recruitment for the wealth management and insurance industries and actively source for a broad range of established clients. If you are a financial planning, mortgage broker, or claims professional looking for your next opportunity, we’d love to hear from you_***
**_If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_***
SCR-selina-moschoyiannis
ChooseFuse
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