Admin/CSO

We are currently seeking highly motivated and detail-oriented individuals to join our team as Administration Assistants/ CSOs in our reputable financial planning firm. This is an excellent opportunity for both experienced candidates and for someone who is eager to kickstart their career in the financial sector and grow within a dynamic organisation.

Responsibilities:

• Provide administrative support to financial advisers

• Prepare and organise client documentation, ensuring accuracy and confidentiality.

• Assist in the preparation of financial reports, presentations, and other client-related materials.

• Maintain client databases and update records as necessary.

• Process and track client applications, forms, and paperwork.

• Handle incoming calls and respond to client enquiries in a timely and professional manner.

• Collaborate with internal teams to ensure smooth workflow and efficient operations.

• Stay up-to-date with industry regulations, trends, and best practices related to financial planning.

Requirements:

• Highly motivated and driven individual. 

• Excellent time management and organisational skills to effectively prioritise tasks.

• Strong attention to detail and accuracy in completing administrative duties.

• Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Excellent verbal and written communication skills.

• Ability to maintain confidentiality and handle sensitive information.

• Strong interpersonal skills and the ability to work well in a team environment.

We offer a competitive salary commensurate with experience and qualifications. This is an excellent opportunity to join a dynamic and successful financial planning firm committed to helping clients achieve their financial goals.

To apply, please submit your resume, along with a cover letter detailing your interest in the position. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Ready Advice is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.