ADMINISTRATOR

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Your role will be to provide service and support to our Financial adviser team across all areas of the business.

Summary about this job

Financial Planning

Company: Daley & Co Chartered Accountants

Location: Wollongong, Illawarra & South Coast

Work type: Full Time

Salary: n\a

Phone: +61-2-2067-9524

Fax: +61-8-8675-7345

E-mail: n\a

Site:

Detail information about job ADMINISTRATOR. Terms and conditions vacancy

Daley & Co is a long established, and progressive Chartered Accounting Firm with offices in Wollongong, Bowral and Sydney. We offer our clients integrated financial solutions including Financial Planning, SMSF, Finance broking and Risk solutions.

At Daley Financial Planning, we pride ourselves on our client focus and strive to better our client’s financial position.

The role:

We currently have an exciting opportunity for an Administrator to join our Financial Planning team to service and support our advisers across all areas of the business.

The role will require:

  • Dealing with our clients and their requests by phone and email
  • Preparation of paperwork and other material for client meetings
  • Implementing client strategies such as preparing application forms, following up transactions, dealing with external financial institutions and resolving issues

Essential Requirements:

  • 2 years+ experience in the financial planning industry
  • Financial planning software experience
  • Strong knowledge and understanding of the advice process
  • Highly communicative, extremely professional and confident in liaising with a variety of high net worth, respected clientele.
  • Ability to work well within an established team environment
  • Client focus on everything that you do
  • Organisational skills and attention to detail will ensure your success in the role

Desirable:

  • Xplan experience
  • RG146 compliant
  • Experience dealing with SMSF’s

The Successful Applicant:

To be successful in this role, you will be a positive and proactive person with a desire to learn new things and take initiative. Previous experience in financial planning a pre-requisite.

At Daley & Co we understand how important it is for you to find the right career – one that is challenging and diverse, and provided within a supportive and social culture. If you are ready for a rewarding and decisive career, then this role is for you.

All applications will be treated in strictest confidence. 

Applications close by Friday 20th July 2018

Send to:

The Business Operations Manager

Daley & Co

PO Box 333

Wollongong NSW 2520

email: [email protected]

 

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