Excellent opportunity for an established Financial Planning Assistant to work for a leading financial planning practice in North Sydney.
 

• Established Financial Planning Firm
• Great Working Environment
• Strong Relationship/Organisational skills

 
This is a reputable financial planning firm based in North Sydney, providing corporate and personal financial planning advice to a wide range of clients. 
 
You will be supporting one of Sydneys most respected advisers and helping to deliver high quality service. Your responsibilities will include the following:
 

• Liaising with clients and product providers
• Attending seminars and providing general support
• Checking Statements of Advice
• New business processing
• Dealing with client queries
• Database maintenance

 
The ideal candidate will have strong organisation and relationship building skills, a high level of attention to detail and a good understanding of Microsoft Word, Excel and Powerpoint, and coin is preferable. You should also have either a finance related degree or a minimum of 3/4 years' experience within the financial planning industry in a support role.
 
If you would like to find out more, or you wish to express your interest in similar roles please contact Bethan Harris for a confidential discussion on 02 9247 5655, neil.mcdonald@whmarkssattin.com