This job posting expired and applications are no longer accepted.
Prom Country Financial Planning Pty Ltd
December 21, 2017
Job Type


New graduate position

Boutique Financial Planning Practice Inverloch

This full time role is ideal for someone with a Commerce/Business or accounting degree and is looking for a career in the Financial Services industry.

Prom Country Financial Planning Pty Ltd is a boutique financial planning practice based in Inverloch. This is an exciting opportunity to join our team as a Client Services Associate.

This position offers excellent career progression opportunities for the right candidate.

Your responsibilities will include but are not be limited to:
• Maintaining our client management tool
• Keeping up to date with legislative and compliance changes
• Liaising with clients, fund managers, insurers, and other product providers
• Other administrative duties as required.

Ideally the successful candidate will possess:
Technical skills:
• Bachelor in Commerce/Business or Accounting
• Advanced computer literacy skills
• Strong communication and organisational skills coupled with strong attention to detail

Personal skills:
• Strong initiative, problem solving skills and ethical values
• Positive attitude and an approachable personality
• Strong involvement in local community clubs/group (football, cricket, tennis,
netball, theatre, CFA etc)

If this sounds like you, then we want to hear from you immediately.

Please send your resume to or contact us on 5674 3344.


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