Administrator/Adviser Support - Financial Services

FoxPlan is a Wellington based Financial Planning company and we are looking to fill and Adviser Support role. 
You will be responsible for supporting a busy Financial Adviser/ Director, and ensuring our clients have an exceptional experience. You will be a confident person who can proactively manage inbound and outbound requests and queries – this is a busy role, and you will need an eye for detail. This is not a phone based role. 
Key Tasks Include: Client file and meeting preparation,Incoming customer queries & follow ups,Updating and managing our CRM systems,The right candidate will bring a positive, can-do attitude to the role and be willing to learn about what we do. Full training will be provided. 
What's in it for you? Competitive SalaryEducation & Training Strong Team Culture  Opportunity for Advancement Applicants for this position must have NZ Residency or a valid NZ Work Visa with at least two years remaining.  Please specify your visa type, status and visa expiry date in your cover letter. If this sounds like the job for you, please send us your application, including CV and cover letter.