Job Description

If you have a passion for providing an exceptional experience to clients and being a part of helping them achieve their financial dreams, then this role is for you.

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Hunter Financial has been helping our clients to achieve their financial goals since 2004.

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With a team of over 30, we help our clients get from where they are now, to where they want to be in the future, and we have fun while doing it.

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We invest in our culture with regular team events, team building activities, professional development activities and community involvement.

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Want more than a job – you want a career where you grow and develop?

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Love to create an amazing experience for clients?

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Have a passion for organising, and paying attention to all the details?

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Do you want to work somewhere that:

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- Is passionate about helping their clients achieve their financial goals?
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- Grows with you, and helps you grow?
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- Gives you autonomy and flexibility so you can do what you do best?
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What you'll do:

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- Implement recommendations from financial advice plans for our clients.
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- Maintain accurate client records.
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- Complete administrative duties such as booking appointments, maintaining calendars, answering phone calls, preparing reports, and other administrative tasks as required.
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- Develop and sustain strong client relationships,



serving as a reliable point of contact.
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- Liaise with third parties including accountants and/or lawyers for a comprehensive client service.
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Who you are:

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- You bring energy and motivation to your work.
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- You are passionate about creating amazing outcomes for clients.
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- You like autonomy but know that you need your team to hit your goals.
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- You're obsessed with being part of a culture that is committed to growth and innovation.
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- You love to have fun (because work shouldn't be boring).
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To be considered for this role you will require:

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- Excellent communication and interpersonal skills for client interaction.
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- Strong organisational abilities.
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- Ability to handle confidential information with discretion and maintain client privacy.
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- Proficiency in office software such as the Microsoft Office suite.
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Desirable (not essential) qualifications and experience:

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- Experience working in a financial advice support role.
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- Knowledge of financial planning concepts, investment products, and financial markets.
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- Proficient use of financial planning software, CRM systems, and portfolio management tools.
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- Understanding of compliance standards and regulatory requirements in the financial planning industry.
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📌 Client Support (New South Wales)
🏢 Hunter Financial
📍 New South Wales