Position Profile – Client Manager

Main Purpose of the Role ·     Ensure all tasks and expectations of Profusion Planning clients are completed on or before expected time frames ·     Ensure all service agreements between Profusion Planning and their clients are met promptly and service delivered is of high quality   Position functions ·     To support the Financial Planners in the provision of advice and ongoing service to new and existing clients of Profusion Planning. ·     To ensure the...

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Position Profile – Reception

Main Purpose of the Role ·     To arrange Marketing events ·     To ensure clients are welcomed to Profusion Planning either via phone or when in person ·     To ensure the offices of Profusion Planning are always in a clean state and maintained for operations.   Position functions ·     To support the Financial Planners in the provision of advice and ongoing service to new and existing clients of Profusion Planning. ·     To ensure the professional and...

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Meet Brodie…

Meet our employee of the month! Brodie Martin is one of our new financial advisers here at Profusion Planning and we sat down with him to get the dirt on a few things not everyone knows... What’s one thing about you that your work colleagues don’t know about?   My middle name is John! How would you describe Profusion Planning? Profusion Planning is a great place to work. There are plenty of characters in the office which means no two days are the same.

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