Why Do We Need You? Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.
Due to rapid growth we have an exciting opportunity for a junior Client Services Officer to join our dynamic team.
What You Will Get in Return The opportunity to work with the founders to build a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts.
Plus, you'll get:
A pathway towards building a career in the financial planning industryA fun and very supportive work environmentA competitive salary and bonusOpportunities to collaborate with a team of knowledgeable and high-achieving professionalsRegular company events and social gatherings5-weeks annual leaveThe chance to be a part of a rapidly growing business with numerous opportunities to progress into other rolesWhat's the Role? Your role will include:
Permanent, full-time role at the Mermaid Beach officeManaging adviser calendar and appointmentsLiaising with clients to request and follow-up required informationGuiding clients (via templated email) through each step of the advice processGeneral administrative dutiesWho Are You? Are you a team player who is well-organised with good interpersonal skills? Maybe you're a graduate looking for your first role in financial planning? If so, we want to hear from you!
We are accepting applications from people with the following attributes:
Friendly and easy-goingHighly organised with good time-management skillsAttention to detailExcellent written and verbal communication skillsFriendly phone mannerAbility to work autonomously and effectively to manage your workloadAbility to utilise Microsoft Word and ExcelAll applications will remain strictly confidential.
Please note that we will only be responding to applicants who meet the above criteria.