Whats in it for you?
- Temp to Perm
- 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-Haves:
- Strong background in financial planning and report writing
- Excellent analytical and communication skills
- Previous financial services experience (or actively working toward it)
- Administrative experience
- Driving license
So what you'll be doing:
- Preparing and maintaining accurate client records
- Drafting suitability letters and reports in line with company policy
- Gathering information from clients and providers
- Pre-completing documentation for adviser/client review
- Supporting advisers in delivering excellent client outcomes
- Occasionally assisting with administrative tasks such as income matching and meeting scheduling
Helpful extras:
- MondayFriday, 9am5pm hours
- Join a friendly, high-performing team
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