WHAT’S THE OPPORTUNITY?

We are a financial advisory business providing expert advice on all areas of financial planning. Because of our skills, knowledge and passion, clients feel they can entrust their financial future, and the financial future of their children into our hands. To us, that is very special and resonates with the team culture and our core values which are non-negotiable.
We operate a team ethos and will surround you with the right support and development to ensure that your knowledge and skills allow you to become the best version of you. We are looking for a person who will assist our advisers with support that is of the highest quality and delivered efficiently. You will have a high attention to detail, effective organisation & communication skills and a logical, analytical mindset. You care and are committed to getting it right first time.

WHAT SKILLS, KNOWLEDGE & EXPERIENCE DO I NEED?

We have high expectations, so the following are compulsory:
 Ability to comply with defined business processes
 Ability to achieve agreed outcomes without supervision
 Very high attention to detail and strong accuracy – ability to get it right first time
 Articulate, logical & analytical
 Strong interpersonal skills
 Ability to multitask and prioritise effectively
 Ability to work independently and in a team
 Ability to acquire, update and apply new skills and knowledge
 Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
 Professional integrity

Please refer the Job description for details