Working along side financial planners and assisting them helping clients achieve their goals.

Being client focused and passionate about exceptional service delivery.

Ability to work and solve problems autonomously.

Process oriented, organised and structured with attention to detail.

Excellent written and verbal communication skills are also essential to this role.

Supportive and flexible team member.

Benefits and perks

The position provides a great opportunity to develop friendships with existing staff and client dialogue.

Personal development is also an important part offered with the role.

Skills and experience

Must have completed year 12 and have people skills, either looking to start a career in admin re-entering the financial planning profession.