Financial Planning Assistant

3 days ago

Newcastle, Australia Bell Partners Wealth Creation and Financial Advisory Full time

Looking to start your career in Financial Planning within a well-respected firm? Recently graduated or about to graduate - we want to hear from you

**About the role**

Your key responsibilities will include:

- Assisting our Advisors in providing timely and accurate information and advice to clients;
- Liaising with internal and external parties to ensure smooth administration of client engagements and ensure ongoing strong relationships with clients;
- Assisting with developing and reviewing client documentation and correspondence;
- Positively participating in business improvement objectives to support the overall growth;
- A positive and professional attitude and presentation;
- Excellent communication skills, both written and verbal;
- Undertaking a range of administrative duties to support the wider team; and
- Developing a working understanding of the CRM.

**Why work at Bell Partners?**

We are a professional team looking for individuals who share our commitment to providing our clients with the highest quality of service. As a company, we value our employees, and the contributions they make and offer:

- Guidance and support from experienced advisors;
- Opportunities for career progression to Financial Advisor or other financial services positions;
- A highly respected and established organisation that offers stability and security in support of your long term career goals;
- Flexible work options including option to transfer to our other office locations;
- A rewarding and positive work environment; and
- An immediate start.

**About you**

We are seeking a capable, enthusiastic and highly professional **Graduate Financial Planning Assistant** who is committed to the development of a career within Bell Partners - no experience required.

Ideally, you will have:

- Tertiary level qualification (or nearing completion) in Commerce, Finance, Economics or similar;
- Excellent interpersonal and customer service skills;
- Ability to work to prioritise own workload while supporting team members; and
- Strong computer skills.

**About Bell Partners**

Bell Partners Accountants Advisors and Auditors have been providing financial services advice to our clients for over sixty years. With our office based in Newcastle CBD and fantastic views overlooking the working harbour, Bell Partners is a trusted advisor across a number of industries providing the full range of services in tax, audit, accounting, consulting, legal, insurance, finance and wealth.

**To Apply**

For a confidential discussion, please contact Julie at (02)4940 8743.

**Job Types**: Full-time, Permanent, Part-time, Graduate
Part-time hours: 30 per week

**Salary**: $55,000.00 - $65,000.00 per year

**Benefits**:

- Professional development assistance

Schedule:

- Flexible hours
- Monday to Friday
- No weekends

**Education**:

- Bachelor Degree (preferred)

**Language**:

- English (required)

Work Authorisation:

- Australia (required)

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