Accord Financial Strategies is a privately-owned financial advice company, servicing a diverse range of clients over the past 15 years.

We have a growing Client base

City fringe location

Full time permanent position

Close-knit team environment with flexibility to progress within the firm

We are seeking a friendly, well presented, detail-oriented team member with strong work ethic and interpersonal skills.
Benefits of working at Accord FS:

Our staff and clients are treated as people, not numbers;

You will work with a friendly, diverse and supportive team;

Performance excellence and initiative may open up further opportunities within the firm.

Working closely with our Financial Advisers, senior staff and gain from their expertise;

Every day will be different, presenting a variety of challenges; and

Monthly fundraising casual days and half yearly celebrations.

The following qualities are necessary for success in this role:

Excellent attention to detail;

Impeccable time management skills with the ability to juggle multiple deadlines;

Strong numerical, written and phone communication skills;

Previous office experience in a professional business environment including a good working knowledge of Microsoft Office preferred;

Experience in a financial planning business using industry software and performing tasks in a client administration role, (however we are prepared to train the right person);

Self-motivated, with an enthusiasm to learn and a positive can-do attitude;

Keen to contribute to a small team and work smart to improve business practices; and

You will be seeking long term stable employment.

Your role responsibilities will include:

A primary focus on the clerical administration and processing of client and business documents;

Be the initial point of contact via phone for clients and external business partners;

Accurate implementation of advice documents and following through to completion, to ensure a compliant advice process; and

A salary based on skills and experience will be negotiated with the successful applicant.

A current national police and credit check will be required on the successful candidate and all expressions of interest will remain confidential.

If you’re looking for a long-term career in the financial advice industry within a supportive environment that offers stability, please include a covering letter addressing the points above with your Curriculum Vitae to [email protected]

Please note only short-listed applicants will be contacted.