Job Description

- Fast growing progressive company
- Beautiful Northern Beaches location
- 12 month contract with potential to extend or progress

Our company provides a trusted ecosystem of diversified financial advisory, private wealth management, business advisory and taxation and accountancy services. We pride ourselves on providing personalised advice and valued taxation and financial services and are changing the shape of the industry.

We have an exciting an prospect for a Financial Planning Administration Support to join our team. The role will be part time, with the possibility to work hours over 4 or 5 days.

The role is integral to the ongoing success of the business. The responsibilities are multifaceted, you will provide superior ‘Client Care’ to our valued Investment and Superannuation clients, along with quality back-office support to the Financial Planning and Administration teams.

MAIN DUTIES/RESPONSIBILITIES:

- Coordinate the booking of client appointments for financial advisers.

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