About us

Perry Jones/Infocus Sandgate is a financial advice firm. We are committed to providing quality advice to our clients. We are committed to doing this in a friendly and professional way. As an employer we offer flexibility and a relaxed work environment. Office is based in Sandgate

Qualifications & experience

• Ideally 5 years financial services experience. (could be Bank, accountant, super fund etc)

Tasks & responsibilities

• Work with financial advisers on client files/administration.
• Work with a close nit team to deliver to existing and new advice clients
• Data input into CRM systems, administration platforms used for clients investments
• Strong eye for detail
• Excellent written and verbal communication

Benefits

• As a part time role, the role has flexibility on working days/hours