Key Selling Points

· Friendly & supportive team

· Attractive salary package

· Central Coast based opportunity

About Fortunity

Fortunity is the Central Coast’s leading Chartered Accounting and Financial Planning firm. With our office located in Erina, we provide tailored advisory services to many local individuals and businesses on the Central Coast and beyond.

We build close relationships with our clients where we earn their respect as a trusted Adviser. Our team provides solutions that take the worry out of managing money and empower our clients to reach their full potential by making good decisions for their current and future life priorities.

The Role & Responsibilities

This role is paramount in ensuring that Fortunity delivers exceptional client experiences.

While working in a busy and forward-thinking team, you will be exposed to a diverse range of clients and complex advice strategies. Key duties will include:

· Attend client facing meetings & assist Advisers with implementation

· Act as a key conduit between Advisers & clients, fund managers & other stakeholders

· Research appropriate client strategies & products & model outcomes

· Support Advisers & our paraplanning resources in the preparation of advice documents

· Detail action plans to implement advice effectively and compliantly

· Be passionate about positive client outcomes and experiences

Within this position, you will have the opportunity to learn all aspects of a successful financial planning business. For the right candidate who is passionate about financial planning, there is the opportunity to receive study support and progress your career.

Skills & Experience

Our ideal candidate will have:

· At least 2 years experience in an adviser support or paraplanning role

· Currently studying towards a relevant tertiary qualification

· A desire to progress into a face-to-face advisory role

· Professional and friendly approach to interactions with clients & colleagues

· High level of integrity & professionalism

· Excellent time management & organisation skills (can prioritise and meet deadlines)

· Reliable & well presented with exceptional attention to detail

Fortunity Culture & Benefits

Fortunity prides itself on the culture that has been built & nurtured over many years. We wouldn’t consider ourselves an average professional services firm.

We are a team of motivated professionals with a fun and energetic vibe. Our corporate casual dress code reflects our friendly and outgoing culture, and we are no strangers to some light-hearted office banter.

Additional perks of joining our team include:

· High performing & energetic culture

· Workplace flexibility

· Attractive salary package

· Regular social events & team lunches

· Supportive & rewarding culture & management team

· Comprehensive study support policy

· A focus on giving back to the local community & opportunities to be involved in charitable activities (including paid volunteering leave)

How to Apply

If Fortunity and this opportunity sound like the perfect fit for you, please APPLY NOW, attaching your resume and cover letter detailing why you believe you are the perfect candidate for this role.

If you have any questions about this opportunity, please don’t hesitate to contact Larissa Grima – HR Coordinator, at [email protected].