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 courteous delivery of service to the clients of Profusion Planning.

·     To improve the service and processes of Profusion Planning

·     To make clients feel welcome


Reports to
·     Directors of Profusion Planning


Management responsibility
·     None


Principal responsibilities
·     Organise marketing events

·     Ensure marketing events are run smoothly, on time and budget

·     Ensure office is always in a clean and tidy state

·     Ensure phones are attended to during business days

·     Monitor staff attendance

·     Organise staff functions

·     Be hospitable to clients – Ensure coffee and biscuits are offered to clients

·     Ensure meeting rooms are in a clean and presentable state. (e.g.,. No client information from previous meetings displayed).

·     To order stationary and staff amenities when required


Knowledge & skill requirements
·     Excellent PC literacy (including Microsoft Office programs)

·     Knowledge of financial planning process.

·     Knowledge of Profusion Planning Processes

·     Phone skills

·     Excellent attention to detail


Experience, qualifications and training
·     Demonstration of a high-level customer service

·     Phone Etiquette training


Communication Requirements
·     Excellent telephone manner.

·     Demonstrated commitment to providing excellent client service.

·     Excellent written and verbal communication skills.


Problem-solving & decision making
·     Excellent time management capabilities.

·     Ability to balance competing demands.

·     Have an understanding of what is required before proceeding


Please feel free to share this with anyone you may know or, send me your CV or contact me, 08 9316 3050