Work directly with advisers throughout the client process
Large company with a strong network on the Eastern Seaboard
Prospect to progress to advice (if that's what you want)
The Business & Role
Our client is a well-respected financial planning organisation located in Milton specialising in Financial Planning whilst also having access to a dedicated lending team. They have a strong emphasis on customer service and commitment, integrity, and education and primarily work with medium to high-net-worth clients
The role is centred around providing high-quality service to clients and professional support to advisers covering all tasks relating to the ongoing relationship with their client base.
About You
You could have experience in financial planning today and are proactive & use your initiative to create successful client outcomes. The business is also open to individuals without direct financial planning experience but has a willingness to learn/transferable skills.
You will be working as part of a professionally qualified and highly experienced team within a supportive culture and will need to possess the following:
Excellent communication and interpersonal skills
Experience in a similar role
XPLAN knowledge desirable
Benefits
Two days of health and well-being leave each year
Birthday leave
Free financial planning
Paid annual business event (last year was Hamilton Island)
Annual family event - accommodation and activities paid for
Annual awards
Bonus scheme in place - 10% of remuneration available
What Next?