opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiary (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications and professional conduct are always expected and required. Time management: ability to manage time and tasks Services: Implementation of the client services experience, as defined by the Head of Operations. Take full clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)