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Personal Assistant | Financial Planner

Job No: RS29653
Location: Neutral Bay, NSW

  • EARN up to $80,000 pa (Negotiable Salary $60,000 -  $73,000 + Super)

  • Established Business Valuing Their Clients & Team Members

  • Fulfilling & Rewarding Position in a Funky Co-Working Office 

  • Develop Your Role, Implementing Ways to be More Efficient 

  • Full-Time Position, Part-Time Opportunity for the right Candidate

Our Client

Our client is improving and changing lives by delivering straightforward and sensible financial advice. They understand there is more to life than just money, and offer tailored advice based on each client's personal needs. They have strong beliefs in what they do but they always like to have fun and value work-life balance. 

The Opportunity

Our client is seeking a Financial Planner Assistant to join their company in Neutral Bay, NSW, with the potential to earn up to $80,000 pa (Negotiable Salary $60,000 - $73,000 + Super).

The primary purpose of this position is to build real relationships with the clients and value the impact of what you are implementing in their lives.

Reporting directly to the Business Owner some of your responsibilities include:

  • Following up on loan applications
  • Tracking clients progress of super and insurance 
  • Preparing for client meetings and client reviews

To be successful in this role you will have experience in Customer Service or Office Support / Administration. Additionally, experience in Financial Planning would be beneficial for this position.

Apply today and don't miss out starting this rewarding & exciting opportunity as soon as possible.


IMPORTANT: Application Form Instructions (Please Read)

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Your application will be reviewed and we will contact you soon to provide feedback regarding your progress.

Good Luck from the Recruit Shop Team!

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