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FINANCIAL ADVICE BUT NOT AS YOU KNOW IT

I am thinking it could be great:

* for maybe a mum that got out of advice because they hated compliance but still really loved helping people and had some financial knowledge
* Someone that loves marketing / educating clients
* Someone that loves systems and processes (both helping create and following)
* Maybe a para-planner that is looking for a bit more variety
* A financial influencer who has experience with social media

I do advice differently – if you want to know more head to adelemartin.com

implementation /admin assistant

Excellent time management / highly organised
Preference is someone with a min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan or someone who has done admin tasks in a financial planning office.
Keen to contribute to a small team, work hard and improve business practices.
Someone who can help with implementation of existing and new business and will be responsible from start to finish to ensure the business completes in a compliant.

There is scope to increase your range of admin services to help with compliance, help with fds, osa, roa, soa , emails, client enquiries/ experience with super fund and insurance websites how to look up details / provide reports would be an advantage.
Quick learner that can be trained to help the cso with admin tasks,
rewards and bonus structures for the right person