RESPONSIBILITIES INCLUDE:

• Providing back office and ongoing support to Financial Adviser
• Manage client reviews and reports
• Liaising with internal and external stakeholders to provide clients with optimal service

REQUIREMENTS / EXPERIENCE

• solid understanding of the financial planning industry.
• Exceptional client service management skills.
• Ability to build and maintain effective relationships both internally and externally.
• Ability to prioritise workflow and work autonomously
• Strong attention to detail.
• Clear and articulate verbal and written communication skills