Responsibilities (include but not limited to);

• Conduct product research within the financial planning universe
• Manage client review meetings and document preparation
• Liaising with the Adviser and carrying out system tasks allocated
• Conduct frequent audits on weekly basis on implementations
• Ability to understand and meet stakeholder expectations

 
Some of the skills we are looking for include (but not limited to);

• Fast learner - working in a rapidly growing business requires you to be agile
• Self starter - we love people who take the initiative to go the extra mile
• An interest in numbers - you will be spending a considerable number of hours working with numbers, so it would probably be ideal if that is a match made in heaven.
• High attention to detail - everyone makes mistakes
• Team Mentality - we are not looking for the glory hunters
• Out of the box thinker - we love ideas! Give us your best shot
• Great Communication - this is a must
• Never Give Up attitude - we have had challenges of all sizes thrown our way, but we keep knocking them down. We looking for our next Muhammad Ali #FloatLikeAButterfly #KO

 
What's on offer to the right candidate;

• An above market salary, pegged to AUD
• A state-of-the-art office with a games room, table tennis table & an in-house café
• An opportunity to join a fast-growing organisation that works with global clients
• An opportunity to take on extra responsibility and a step up in your career
• An amazing workplace culture built on employee driven initiatives