Excellent career opportunity with a very busy boutique financial planning practice located in Hawthorn!!

 

The role is responsible for assisting the financial planners with the completion of all administrative tasks required in the maintenance of the existing data base for clients including providing clients with information regarding their superannuation and insurance requirements together with identifying any sales opportunities as a result of communications with clients.

 

You will also be responsible for developing strong relationships with clients and business development representatives from fund managers and insurance companies, attend external fund manager functions where required together with attending internal meetings.

 

To be successful for the role you must have a demonstrated background in superannuation or insurance administration either with a fund manager or financial planning company and preferably be RG146 compliant.

Ideally you will have worked with some form of financial planning software such as Coin or Xplan and to be proficient with Microsoft Office.

We require you to have excellent communication skills as well as being professionally presented as you will be required to greet clients who visit the office personally.

 

For more information please call Liz Medwin on 9683 5200 or email your details to lmedwin@lloydmorgan.com.au