Working along side financial planners and assisting them helping clients achieve their goals.
Being client focused and passionate about exceptional service delivery.
- Ability to work and solve problems autonomously.
- Process oriented, organised and structured with attention to detail.
- Excellent written and verbal communication skills are also essential to this role.
- Can take ownership of a task rather than constantly needing to be told what to do next.
- Experience with platforms such as North/MyNorth, Colonial First State etc,
Supportive and flexible team member. Benefits and perks The position provides a great opportunity to develop friendships with existing staff and client dialogue.
Versatile working conditions and RDO's
Personal development is also an important part offered with the role.
Skills and experience
- A Certificate IV in Financial Services (Financial Advice) or similar would be highly regarded, but not essential.
- Experience in financial planning, banking, superannuation, insurance or professional services would be highly desirable.
- The role will eventually involve more technical/paraplanning responsibilities, encouraging further financial services studies.
- Experience with Xplan or other financial planning CRM systems.
- Understanding of superannuation, investments, pensions and personal insurance.
- Experience with Centrelink and financial planning administration.