About us

We're a Toowoomba based financial planning business, providing high quality, strategic planning advice to our clients, who are located throughout Australia. While we're continuing to grow, many of our clients have been with us since our inception and we have a great relationship with them. We're offering an administrative role, with the ability to support the Adviser on a day-to-day basis. As part of a small team, we strive to provide a supportive environment, where we enjoy our job and each other.

Qualifications & experience

Attention to detail and ability to follow processes

Client service experience, with commitment to exceptional client service delivery

Excellent written and oral communication, with strong numerical skills. Must be able to confidently phone clients and product providers to seek or confirm information

Ability to multi-task, in a busy environment

Strong time management skills

Good understanding of office procedures, with experience in Microsoft office

Keen to work as part of a supportive team and maintain a calm manner when presented with sometimes challenging situations

Ability to problem solve, but also ask questions or seek direction when guidance is needed

Be capable of upholding high compliance standards

Be a self-starter, who is able to work independently

Experience in a financial planning practice would be highly regarded (we use xplan)

Tasks & responsibilities

Record management for our clients

Client and product provider liaison to support the Adviser

Diary management for Financial Adviser

Dealing with correspondence and implementation of workflow

Take ownership and proactively manage assigned responsibilities on behalf of the Principal Adviser

Benefits

We strive to offer a supportive, working environment where people enjoy their job and support each other to get the job done

We're happy to provide opportunities for professional growth, training and development

We offer paid leave for your birthday, so your day can be all about you

This is a full-time position, and a salary commensurate with experience and enthusiasm will be available to the successful applicant