Financial Planning Administration Assistant

Location: Sydney, Australia
Closing Date: Saturday 30th September 2017
Contact Email Address:
Contact Name: Nick Bond, Managing Director (Australia)

We put our clients at the top of every facet of our business. Our Sydney practice operates as part of a global organisation who specialise in UK pension transfers, however we do so much more! If you have ever wanted exposure to global financial advice strategies within a “family-feel” Australian business, then please read on.

You will be responsible for all aspects of client management:

  • Reliable appointment setting & accurate file preparation.
  • Meticulous administrative support to clients and advisers including insurance, investment and super applications/alterations.
  • Ability to work assertively with product providers to get work done for our clients.
  • Reliable database management.
  • High end front line reception.
  • General office management (filing, scanning, restocking etc).

You must have:

  • Consistent “client focus” work ethic with strong communication skills.
  • At least 3 years experience in the financial services industry with a good knowledge of super and insurance.
  • Xplan experience.
  • A winning personality and we don’t necessarily mean an extrovert, just someone who is unique and enthusiastic.
  • Ability to identify areas of continuous improvement and development.

To apply for the role please send us your resume and cover letter, ensuring you answer the following question: “What is one thing you would improve about our website?” If all items are not addressed, your application will not be considered.

Click here to apply via Seek