Available

Financial Planning
Ringwood, VIC

• Ref: 86303
• Price: (POA)
• Turnover: Up to $50,000

This boutique financial practice located in Ringwood East are seeking to employ an experienced general insurance Admin Assistant / CSO. Great support and career opportunity.

Our client, a reputable boutique financial planning practice, specialising in risk insurance, are seeking to employ an admin assistant to compliment their team. You will be offered the opportunity to work alongside a highly skilled planner, to expand your skills and experience in the industry. A defined career path is on offer to the successful applicant. If you have a minimum of 2-3 years experience in a financial planning support role, this could be the opportunity you are waiting for.

Your duties will include:

• general insurance administration
• phone, mail, client relations, data entry
• SoA, RoA preparation
• assisting with underwriting
• handling client enquiries

As you progress, you will have the opportunity to move into a Para Planning / Advising role, if you so desire.

To apply for this role follow the Apply link below, email angela@practiceexchange.com.au or phone 1300 722 452 for more information.