
Assistant Financial Adviser
Select Staffing
Posted 26 days ago
Our clients are a financial planning and accounting practice located close to Perth CBD with easy access to public transport and car parking.
A vacancy has become open for a financial advisers administrator/assistant.
The company have a team of around 30 staff in financial planning and accounting industries.
The Vacancy:
Support the financial planner with administration
Assist with preparing compliance documents
Contact and work with insurance companies
Research a diverse range of financial products and insurances
Data entry
Lots of client contact
Uphold and work to a high standard of regulations within the finance industry
Software used - XPLAN
Assist the senior financial planner with management of meetings and schedules
To Apply:
Ideally have knowledge and experience of XPLAN software but not essential
Strong communication skills (Written and verbal)
Professional approach with clients (Telephone, email or in person)
Willing and able to commit to full time working hours
Experience within a similar role is essential
Able to work within a small team
In return:
Salary between $85,000 to $90,000 + Super
Full time family friendly hours (No forced overtime)
Close to car parking and public transport
Established team with a low staff turnover
Regular training and industry updates
Modern offices
At Select Staffing we value and respect our candidates so every application is treated confidential at all times, For a confidential chat about this vacancy or any of our other vacancies please contact Andy on 0457433356 or [email protected]
About Select Staffing
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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