Our Clients
Our clients are an established boutique accounting and financial advisory business in Port Macquarie. They offer accounting, financial planning and mortgage broking services.
They pride themselves on being an employer of choice, offering flexible work arrangements including work-from-home options. The team culture is energetic, supportive and fun, with a strong emphasis on maintaining a healthy work–life balance.
Tasks & Responsibilities
* Work closely with the Financial Planners to support positive client experiences, compliance requirements and business outcomes
* Implement financial advice strategies across superannuation, investments, personal insurance and self-managed super
* Liaise with clients, financial institutions, insurers and other key stakeholders
* Handle inbound client enquiries and coordinate meeting bookings for advisers
Qualifications & Experience
* Experience within financial planning is essential, particularly across personal insurance, superannuation and investments
* Proficiency with Microsoft Office and financial planning software, ideally Xplan
* Strong attention to detail, excellent communication skills, and a high level of dedication
* Ability to work independently as well as collaboratively within a team environment
Benefits
* Fun and dynamic team environment in the heart of Port Macquarie
* Plenty of team social events scheduled throughout the year
* Market leading remuneration packages
Please Apply for this role if you have relevant experience or email your updated CV for a confidential conversation.