
Superb written communication skills, financial planning knowledge and business acumen required – this role is all about variety.
Strategi Limited provides educational best practice training and support services to financial advisers aligned to ING's financial planning networks. Diversity and variety are key to this role. Your day will be a mix of technical papers and article writing, valuation due diligence, relationship development, compliance and project delivery.
With your ability to operate at both the strategic and operational level, and to translate theoretical ideals into practical actions, you will be a significant contributor to Strategi's aim of proactively and professionally managing value-added services.
Preferably you will hold a tertiary qualification and/or a diploma in financial planning (or be working towards it). It would be extremely beneficial if the successful candidate has experience at a practical level within a financial planning practice. It is critical that you have strong writing skills, with experience in technical writing and the preparation of external communications. If you are self-driven with the ability to engage stakeholders and manage multiple projects, this opportunity will provide you with the stretch and challenge you are seeking in 2008.
For more information, please email David Greenslade at Strategi or phone 021 400 600.