𝗬𝗼𝘂𝗿 𝗥𝗼𝗹𝗲:

You will provide timely and high-quality support to our advisers and clients. Specifically, you will assist in managing all client 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 have a minimum 2 years' experience in a similar role in the Financial Planning industry 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.

Critically, you will be organised, honest, flexible, team-oriented and proactive.

𝗔𝗯𝗼𝘂𝘁 𝗨𝘀:

Tailor-Made Financial Services is an established 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 from Sydney to Eden, as well as interstate.

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂'𝗹𝗹 𝗟𝗼𝘃𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗶𝘀 𝗥𝗼𝗹𝗲:

- This role can equally be based either in our Milton or Wollongong office.
- 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, self-motivated, 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 𝗠𝗼𝗻𝗱𝗮𝘆 𝟭𝟲 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲. Any enquiries, contact Carolyn Tomlinson on 02 4455 7800.