We are a Financial Planning business that is growing and we're looking for a new member who likes to have fun, but still takes their role seriously.
We are seeking an individual who is a team player but still has the ability to work autonomously. Ideally, the successful candidate will feel confident managing a full workload and feel comfortable handling client queries on a daily basis.
The following attributes are key to the role:
- Attention to detail is a must!
- Data Entry
- Time management skills
- Ability to prioritise workflow
- A willingness to learn and the ability to thrive in a busy, yet rewarding environment
The following attributes are desirable, yet not essential as we are willing to train the right candidate:
- XPLAN experience
- Demonstrated and thorough knowledge of the financial services industry
- Proficient in areas of compliance including FDS and Opt-in requirements
This would be ideal for candidates who are looking for their break into the financial planning industry or have an interest in superannuation, investments and/or personal insurance.
For more about the team visit www.mfaadelaide.com.au
