Financial Planning Support Officer
MHW Wealth Management
Posted 21 days ago
About the business
We are a boutique financial advisory business located in Bondi Junction. We provide advice to a broad range of clients including senior executives, retirees and high profile individuals.
About the role
We are looking for a motivated individual who can support our advisers. This includes handling administration matters, answering phones, greeting clients and ensuring all services are provided in compliance with licensee and regulatory requirements.
Benefits and perks
Located in the transport hub of Bondi Junction the office is a short walk from the train station and bus depot.
Ongoing support, training and mentoring will be provided to the right candidate to develop their skills.
Skills and experience
The successful candidate would have experience working in a financial planning office and ideally with a strong proficiency in using XPlan. They would be a self starter who shows initiative and has meticulous attention to detail.
About MHW Wealth Management
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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