Financial Planning Assistant
We are looking for an experienced financial planning administrator.
Summary about this job
Financial Planning
Company: SBA Financial Pty Ltd
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-2-6329-6600
Fax: +61-2-5382-6764
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Assistant. Terms and conditions vacancy
We are looking for an experienced administrator who can assist with the preparation of statements of advice, implementation of strategy and who will enjoy a challenging role.
· Full Time Position
· Experience within the Financial Planning Industry is essential
We are a small business close to Essendon train station.
This opportunity will suit a person who enjoys being a creative team member and who wants to make a difference each day. Ideally, you are a person with self-drive, initiative and self-discipline.
You will be working directly with the Planner in every aspect of the “Advice” process from appointments to compliance and customer service.
Knowledge of financial planning software will be viewed favourably.
If this sounds like you please apply below or contact [email protected] for further information.