Reputable and long term established family Financial Planning practice who have been providing holistic financial planning advice for in excess of fifteen years are looking to secure the services of client services professional.
Working directly with the head of business you will be tasked with supporting the experienced planners within the practice with their day to day duties and ad hoc jobs. As the ideal applicant you will possess the following skills:-
- Previous experience within financial services industry.
- Experience with writing ROA’s
- Willingness to adapt and learn.
- Superior communication skills both written and verbal.
- Working knowledge of Microsoft Office.
- Excellent time management skills.
In addition the successful individual will ideally be holding a degree or tertiary qualifications in a business or finance related discipline. Self starters need only a apply. A highly competitive package will be negotiated with successful applicant prior to commencing with the business.