We are super excited to be recruiting for a financial planning organisation who offer full flexibility in terms of working arrangements and pride themselves on their family-like culture! These guys have been around for the last 20 years and pride themselves on the clever product and exceptional level of service they provide their customers from all over Australia.

What’s in it for you?

- Fully WFH position - hello work-life balance!
- The freedom to help out with school pickup/drop off with flexible working hours!
- $70,000 + Super
- Second to none workplace culture
- Annual incentive trips - the team loved visiting the beaches of Bali last year!
- Opportunity for invaluable life experiences working in financial planning!

More About the Role

This role will involve assisting existing customers with their financial requests. A busy, fast-paced role which is predominately email-based, will require adequate computer skills and a high level of attention to detail. Working amongst a supportive team, you will be given all the training you need to ensure you’re ready to hit the ground running.

Key Requirements

- A ‘no job is too big or small’ work ethic
- Customer service and administration experience is advantageous
- Previous experience in the finance industry is looked upon favourably
- Computer skills, proficiency in Microsoft Office, Gmail and Outlook
- CRM experience preferred, particularly Hubspot
- A sense of humour and good attitude is a must!

*Only shortlisted candidates will be contacted

If this sounds like an opportunity you can't miss on - please APPLY NOW! If you have any questions please reach out to Marcus - [email protected]