A Rare Opportunity to join a Leading Western Sydney
Financial Planning Practice
Client Care is our Focus!
Commitment to professional excellence
Personal insurance administration focus
Bella Vista location
TAG Financial is a leading, highly regarded Financial Planning practice, committed to supporting the needs of our significant client base through the provision of tailored financial services solutions. While currently associated with a major licensee, we continue to explore all options to ensure we can manage our commitment to excellence and deliver quality, needs-based advice to our valued clients. This role presents an opportunity for a Financial Planning Administration professional who presents a background in personal insurance, to join a dedicated and growing team.
With client care being the focus of our service and business values, the role offers the opportunity to:
Actively support highly professional Financial Advisers
Develop your insurance technical knowledge
Contribute to process improvements
Contribute to a supportive culture
If joining a highly successful Financial Planning practice aligns with your career objectives and you demonstrate:
An understanding of insurance products & administration
A natural attention to detail and the ability to deliver to timeframes
General office administration experience
A strong team spirit
An exposure to XPLAN would be highly regarded
then we are keen to hear from you!
25/11/2019$0North West & Hills District1 Administration & Office Support
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