Administrator/Adviser Support - Financial Services

Administrator/Adviser Support - Financial Services FoxPlan is a Wellington based Financial Planning company and we are looking to fill an 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,
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?
Education & 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.
Your application will include the following questions:
Which of the following statements best describes your right to work in New Zealand?
Do you have experience in administration?

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