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Financial Advisor Support
2 weeks ago
Financial Advisor Support and Administration – Financial Planning
As a privately owned Financial Planning practice we are seeking to incorporate a Financial Advisor Support role within our business. This exciting position will include working closely with Financial Advice support team to assist in the financial planning process. Finlinx Wealth's team approach promotes an open and inclusive work environment.
Why work with Finlinx Wealth?
- Opportunity for a career (not just a job).
- Work within an established culture of values driven by team-work and fun.
- Commitment to constantly recognise team member's success and contributions.
- Be a part of a long-standing and highly regarded Financial Planning Business.
The key requirements of this position will include:
- Assisting in the management of ongoing financial planning processes.
- Contributing to continuous process improvement.
- Ability to communicate strongly with team members.
- Ensuring accuracy and attention to detail.
The ideal candidate will possess:
- Passionate attitude to providing excellent client outcomes.
- Ability to work in a team environment.
- Confidence with adapting to new IT software.
- Excellent communication and people skills.
- Strong attention to detail and high level of organisation.
- Experience within the Financial Services Sector or Professional Services preferred but not compulsory.
If this role excites you, please contact Nick Cunningham for further information on or email
