Client Service and Administration
North West Wealth Management
We are a boutique and expanding wealth management business based in Tamworth in Northern NSW. We are looking for a highly motivated and tech savvy individual to join our team. The role ideally is full time and based in Tamworth, but for the right person don't be afraid to apply! There is the opportunity for progression in the business for the right person, including moving to an advice role in time.
We are a boutique wealth management firm specialising in plain english investment, superannuation, personal insurance and aged care advice. Our client base are typically retirees or business owners who in many cases we have worked with for years. We have 2 advisers and 2 support staff plus a paraplanner as required. We are dedicated to improving our efficiencies via technology where appropriate and strive to ensure a great and consistent client experience every time.
Attention to detail and accuracy
Ability to work as part of a small team
Ability to prioritise and get stuff done
Financial planning experience would be ideal, but a willingness to learn is a must.