We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secu
managing financial transactions, and acting as a liaison with key stakeholders to maintain transparency registers and records. Embrace the role of Public Officer with dedication, fulfilling all associated obligations effectively in a dynamic environment. Proficiency in MS Office, with a preference for experience in compliance
encompassing income and expenses, within the area office, ensuring financial stability and adherence to end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence your direct report. Actively participate in the building of a team through the recruitment and selection The individual needs to possess the ability to build and maintain relationships, have strong negotiation
essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying,
essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying,
candidate will possess strong administrative and office management skills, enabling them to effectively General administration Manage and coordinate all office functions and processes Report directly to the abilities Negotiable salary (based on experience) Office management (advantageous) Bachelors degree (advantageous)
candidate will possess strong administrative and office management skills, enabling them to effectively General administration Manage and coordinate all office functions and processes Report directly to the abilities Negotiable salary (based on experience) Office management (advantageous) Bachelors degree (advantageous)
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps feedback and continued education opportunities Build and manage your professional practice Qualifications numeracy skills Ability to network, prospect and build relationships Good organisational and time management
development Financial needs analysis Relationship building Build a professional practice under the Liberty brand
development Financial needs analysis Relationship building Build a professional practice under the Liberty brand