Financial Planning Administrator

All vacancies of AustraliaAdministration & Office SupportFinancial Planning Administrator

Sothertons is looking for an experienced Administrator!

Summary about this job

Administrative Assistants

Company: Sothertons Gladstone

Location: Gladstone & Central QLD

Work type: Full Time

Salary: n\a

Phone: +61-3-6176-9642

Fax: +61-2-7317-5583

E-mail: n\a

Site:

Detail information about job Financial Planning Administrator. Terms and conditions vacancy

We are a solution-oriented financial advisory team dedicated to providing best practice products and services to our clients. We are looking for an experienced Administrator who enjoys providing solutions, building relationships and offering professional, personalised service.  Experience or an understanding of the Financial Planning industry will be well regarded although not essential.

The successful applicant will work directly with, and support the Director/Financial Planner who will mentor and facilitate personal and professional development in all aspects of financial planning, management of clients and their portfolios. 

The role is focused on providing investment management solutions incorporating research, compliance and the timely production of Statements of Advice that meet the requirements of the dealer group.


To be successful in this role you will need:

  • Proven performance in  high–level administration and customer relations
  • Strong organisation skills and be able to prioritise tasks and efficient work flow
  • Ability to build and maintain effective relationships
  • A high level of communication skills both verbally and in writing
  • Comprehensive computer skills  
  • A self-starter, can do attitude and a proven clear thinker
  • Possess a high attention to detail with a focus on quality
  • Initiative and professionalism

You will be reporting to and working with the Directors as part of a friendly, highly productive and successful team. Salary package and benefits will be in accordance with your skills and level of experience.

If you believe you are the right person for this role, please submit your resume, including two contactable references and covering letter online.


Please note that only successful candidates will be contacted.

Responds for Financial Planning Administrator on FaceBook

Read all comments for Financial Planning Administrator. Leave a respond Financial Planning Administrator in social networks. Financial Planning Administrator on Facebook, LinkedIn and Google+