Hemmingway Financial has been operating for the past seven years and has grown into a multi planner business serving hundreds of clients in the local Wide Bay area and beyond.
We believe in developing strong relationships with our clients to serve their needs by placing their best interests above our own. We strategise and profile our clients to correctly apply strategic advice to help meet their future objectives.
As we expand our operations between Bundaberg and Hervey Bay, we are looking for a pro-active, energetic staff member, who has a similar passion to ours for financial advice. The role requires previous experience in the financial planning industry.
The job includes:
assisting the planners in research and development of advice plans
file noting appointments
preparation and editing of advice plans
implementation of advice plans
following up with client enquiries
maintaining and upgrading of systems and processes
maintaining quality client data
developing relationships to support our clients
If this sounds like the job for you
You'll possess the following qualities:
exceptional communication and presentation skills
strong ability to build customer relationships
experience with Microsoft word, excel, and outlook
high attention to detail
are process driven and goal orientated
applicants with experience using COIN or XPlan is preferred
Applications close on the 27th of July 2020.
13/07/2020$0Bundaberg & Wide Bay Burnett1 Banking & Financial Services
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