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Financial Planning Advisor
3 weeks ago
Our dynamic financial services organization is seeking an experienced professional to provide strategic guidance to clients in the retirement planning space.
The ideal candidate will possess excellent organizational skills, a high level of communication expertise and at least 3 years' experience in a client services role within the financial industry.
- Manage Calendars and Appointments:
- Liaise with clients to request and follow up on required information
- Guide clients through each step of the advice process via templated emails
- Basic implementation relating to superannuation only
This opportunity allows the chance to work closely with founders to build a culture where everyone has the ability to do meaningful work and be recognized for their efforts.
A fun and supportive work environment, opportunities to collaborate with a knowledgeable and high-achieving team, regular company events and social gatherings.
The chance to be part of a rapidly growing business with numerous opportunities for advancement.
