We launched our business 3 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help friends, family, and our local community through financial advice towards the future they desire.
Our small team of four have between us 36 years’ experience in Financial Planning in the Illawarra.
Our work is demanding yet rewarding, and we love doing it together. We are friendly high-achievers that deliver for our clients and community – all while looking out for each other, rewarding effort along the way, and providing tailored personal and professional growth opportunities.
We believe we represent what Financial Planning should be rather than what it once was (like many on XY!), and our success in our first 3 years is a testament to that, building a strong base of clients and advocates who love what we do.
Our business continues to evolve through industry leading approaches to client focused advice, client engagement, values-based investing, staff incentives and development, and business management.
We are currently the only financial planning business in the Illawarra specialising in ethical investing and members of the Ethical Advisers Co-Operative.
We are looking for a full-time (ideally) employee who is passionate about and experienced in financial services, passionate about helping people in our community and most importantly, great to work with for us and our clients.
The primary role of this position is to provide advice implementation services and administrative support and assistance to our fast-growing business as required to continue delivering an exceptional experience to our clients.
This will include electronic and/or paperwork to implement financial plans, communicating with product providers to confirm accurate implementation and attending to client queries.
As a business aspiring to become leaders in our industry Future Focus is growing fast. This provides an opportunity for our early hires to grow and develop with us. We are hiring to add to our core team for the long-term.
A successful applicant will be provided the training and support to effectively use the technologies and systems within the business, as well as product specific training to facilitate the implementation of financial advice for our clients and meet the administration requirements of the business.
Success in this role can lead into becoming a team leader, a senior role within business operations, or simply a fulfilling career excelling in client services.
As your skills develop further and you discover what you love we will do what we can to develop a role within Future Focus to ensure you excel as we work together towards the future you desire.