Company Description Sky Advisers works closely with clients to help them achieve their goals, values, and preferences. We take the time to listen and learn what is important to them. We offer strategies tailored to each individual, helping clients reach their desired outcomes. Role Description This is a full-time on-site role for a Financial Planning Assistant located in Hobart, TAS. The Financial Planning Assistant will perform daily tasks such as assisting financial planners conducting client reviews, product research and analysis, statement of advice generation and providing administrative support.
Effective communication with clients and team members will also be a significant part of the role. Qualifications Experience in a Financial Planning practice is desirableStrong Analytical SkillsExcellent Communication skillsProficiency in Administrative AssistanceAttention to detail and being able to work independentlyBachelor's degree in Finance, Business, or related field
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