Financial Planning Advisor

1 month ago


Wollongong City Council, Australia Ensombl Full time
About Us

At Future Focus Financial Planning, we're passionate about delivering exceptional financial planning services to the Illawarra community. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through tailored advice and support.

Job Description

We're seeking a highly motivated and experienced Financial Planning Advisor to join our team. As a key member of our team, you'll be responsible for providing expert advice and support to our clients, ensuring they receive the best possible outcomes.

Key Responsibilities:

  • Implement financial plans and provide administrative support to our clients
  • Communicate with product providers to confirm accurate implementation
  • Attend to client queries and provide exceptional customer service

Requirements:

  • 2 years' experience in financial advice implementation or 5 years in a financial services role
  • Client service experience, including general enquiries, booking appointments, and managing expectations
  • High level proficiency with Microsoft Office, particularly Word, Excel, and Outlook

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you're passionate about financial planning and committed to delivering exceptional results, we'd love to hear from you.



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