This is an excellent opportunity for an individual with outstanding interpersonal skills that enjoys building and servicing relationships with clients to enter the world of wealth management.

As a CRM, you will be expected to deal professionally with people at all levels and assist your financial planner manage their client relationships and associated administration.

A strong team player, you will have a willing and proactive approach to your work, an excellent telephone manner and proficient and accurate typing skills. You should be able to respond well to pressure, be extremely conscientious in performing your tasks and be prepared to go above and beyond at all times. Applicants will ideally have at least 9 months work experience in financial services.

You will join a firm which recognises the need for a work / life balance, where collaboration and flexibility are encouraged and where an entrepreneurial spirit can see you climb the corporate ladder. Future career path from this role could possibly see you moving into para planning after obtaining the necessary DFS qualifications.