• Western Sydney
• Small firm
• Career opportunity

Voluntary period: 4 weeks

Size of organisation: Small to medium sized entity

Location: Western Sydney

Potentially permanent: Yes

Commencement: ASAP

Our client is a small yet successful consulting firm specialising in the provision of wealth management solutions to primarily the professional services arena. Located in the Western Suburbs of Sydney this opportunity presents excellent career prospects.

Your responsibilities will include:

• Assist with relationship management
   
• Update system around client activity
   
• Learn all aspects of risk protection and investment management, managed funds, superannuation, bonds, mortgage funds, retirement planning and wealth creation products
   
• Administrative tasks
   
• Provide direct support to senior management
   
• Assist in sourcing new business opportunities
   
• Assist in responding to new leads and business opportunities
  
  Required skill set:
  
  
• The natural ability to build relationships
   
• Ideally 12 months relevant experience HOWEVER graduates with no experience are encouraged to apply
   
• Excellent communication skills (both written and verbal)
   
• A high standard of presentation skills
   
• Tertiary qualifications in financial planning OR currently undertaking undergraduate degree/Dip in Financial Planning
   
• Strong sales ability
  
  Shortlisted candidates will be contacted only.
   

Apply now

To be eligible to apply for this position you must have an appropriate Australian or New Zealand work visa.

National Head Office: Level 8, 97 Pacific Highway
North Sydney , NSW, 2060
Phone: 1300793603  ·  Fax: