Job Description
What’s in it for you?
Free on-site parking | Clear, structured career growth opportunities | Be part of a supportive, close-knit team | Work for a highly reputable and well-established company
Must Have’s
• Excellent analytical and communication skills• Previous financial services experience (or actively working toward it)• Solid administrative experience• Experience using Iress Xplan or a similar financial planning system
Nice to have’s
• Strong background in financial planning and report writing• Familiarity with suitability reports and compliance processes• Experience working alongside Financial Advisers or in a regulated environment• Strong organisational skills and attention to detail
What will you be doing?
• Preparing and maintaining accurate client records• Drafting suitability letters and reports in line with company policy• Gathering information from clients and providers• Importing client data using Iress Xplan• Pre-completing documentation for adviser/client review• Supporting advisers in delivering excellent client outcomes• Assisting with tasks such as income matching and meeting scheduling
Helpful extras
• Full-time, office-based role• Monday-Friday, 9am-5pm• Join a friendly, high-performing team
Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.
We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful.