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.