Work directly with advisers throughout the client process
- Large company with a strong network on the Eastern Seaboard
- Opportunity to progress to advice (if that's what you want)
**The Business & Role**
Our client is a well-respected financial planning organisation located in Varisty Lakes 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 although have 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?_