Financial Advisor
Assistant
SUTHERLAND SHIRE
We are looking for an enthusiastic individual with strong administration
experience and a high level of attention to detail to join
our firm and provide support to the advisor. You
will be implementing advice recommendations, liaising
with third party providers and providing ongoing
service to clients. Some plan writing experience is an
advantage.
You must have had a
minimum of 12 months experience in an
administration/client services role within financial
planning. The ideal candidate will be able to
demonstrate:
Strong organisational &
time management skills
Attention to detail
Ability to prioritise workload and multi-task
as appropriate
Confident telephone
manner
Please send your CV to:
john.alam@
johnalampartners.com.au
