Financial Planning Co-ordinator

Job Title: Financial Planning Co-ordinator
Contract Type: Permanent
Location: Sydney, New South Wales
Salary: Negotiable
Reference: 183772_1524460816
Contact Name: Khurram Bokhari
Contact Email:
Job Published: April 23, 2018 15:56

Job Description

The Company:

Our client is a leading industry superannuation fund that provides members with exemplary customer service and aims to maximise member benefits and retirement outcomes. With a loyal membership base, this fund prides itself building long term relationships with its members and employers.

The Role:

The role is suitable for an energetic individual that thrives on team culture, takes initiative and has excellent organisational skills.

The Key Duties:

  • Providing central administration support to the financial planning team
  • Excellent internal and external stakeholder communication and management
  • CRM & XPLAN support
  • Seminar and Event Co-ordination
  • Outbound Call Support for the Marketing, Business Operations and Financial Planning Teams
  • Undertake training and development to meet compliance objectives

Skills & Experience:

  • RG146 qualified as a minimum, with further Financial Planning studies completed or currently studying
  • Attention to detail is a must with a professional telephone manner
  • Good understanding of Financial Planning, Superannuation products and services
  • Proficient use of computers and Microsoft Office applications, e.g. Word, Excel. Outlook, Power Point and Pivotal (data extractions) etc
  • Good organisational skills, with the ability to work both autonomously and efficiently and work with multiple projects

Culture & Benefits:

  • Career development and supportive management
  • Excellent team culture
  • Sydney CBD location

For more information or a confidential discussion, please contact Khurram Bokhari quoting reference: 183772

Please click the apply button.

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