Job Overview
Mature boutique practice in national financial planning firm provides mentoring and growth within a national framework. Our practice recognises financial planners as key players in guiding clients towards achieving their ideal financial and lifestyle goals.
Key Responsibilities:
* Address and handle client enquiries and concerns effectively.
* Implementation of strategies for clients.
* Pprepare and handle application forms and comprehensive financial plans.
* Maintain and update client information in our database.
* Manage administration and processing of client documents.
The Benefits
* Learn from highly skilled and experienced advisers who offer wide space for learning from their expertise.
* Gain valuable experience and insights to develop and accelerate your professional development in the financial planning industry.
* Be supported with training and advancement opportunities in our national framework.