Description:
Your Role:
You will provide timely and high-quality support to our advisers and clients. Specifically, you will assist in managing all administration associated with financial advice, and be skilled at building trusted relationships with clients and within the team.
About You:
To be successful in this role you will need to demonstrate an interest in financial services and have a high attention to detail. You must be able to work in a team environment and have strong interpersonal and communication skills, and be able to liaise independently with clients. Additionally, you will show a high level of enthusiasm and motivation to contribute towards work related activities and goals.
Ideally your experience will have been gained from a financial services background but this is not essential. Critically, you will be organised, honest, flexible, team-oriented and proactive.
About Us:
Tailor-Made Financial Services is an independent award-winning financial advisory firm and was created with a vision to help clients ‘plan retirement with ease and confidence’. Our professional offices are situated in Milton on the South Coast of NSW and Wollongong CBD, servicing clients on the South Coast as well as interstate.
What You’ll Love about this Role:
- Live and work on the beautiful South Coast, potentially only minutes from work, giving you more time in your day with family and friends.
- Family-friendly environment – we recognise the need to balance family and work, and the need for mutual flexibility.
- Potential for an additional week’s paid leave at Christmas time, based on team targets being met.
- Career Progression – there are opportunities to progress within the business if desired. This role can provide you with a great platform to expand your knowledge and skills.
- Our values underpin everything we do:
- Integrity – acting with honesty, transparency and accountability in all interactions
- Innovation - sharing knowledge across the team, always improving, working collaboratively
- Caring - being kind to one another, flexible work environment, family focused, and supportive
- Enjoyment – enjoy working independently and in a team environment, with a sense of fun.
Applications close at 5.00pm Wednesday 2 April 2025.
Enquiries can be made by contacting Carolyn Tomlinson on 02 4455 7800.