The Company
Long-standing scaled business with offices in Brisbane and the Gold Coast. The appointment of new directors with strong business acumen and leadership has added another dimension and continued the client-focused advice offer.

The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support to financial planners in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:

• Processing of day-to-day administrative tasks
• Scheduling and following up client appointments
• Hands-on role assisting the team with the implementation of advice
• Updating client information into the CRM

About You
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:

• Excellent communication and interpersonal skills
• Strong team ethic and motivated to succeed
• Strong understanding of the financial planning process
• Have the ability to work unsupervised or as part of a team
• Experience with financial planning software is advantageous

This could suit a career CRM/CSO or someone who is looking to progress to advice (over time)

Benefits

• Nine-day fortnight
• One day per week WFH
• Work within a large professional office space
• Education supported financially
• Strong salary package reviewed annually
• Career advancement is encouraged

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.