We have an opportunity for you to be part of something new and exciting! But first, who is Fox & Hare?!
In 2017 we launched Fox & Hare Financial Advice, a place where 25 – 45 yr olds can get financial advice that speaks their language!
Our focus is on helping our clients create clarity on how to structure their financial world, help them make their money work and not forgetting that life is about having fun, help further their adventure.
Our mission is to be:
Focused
On putting our clients at the heart of everything we do. We provide 100% focused on client-centric, strategic, goals-based advice.
Fresh
Approach to everything we do by keeping it in line with our target demographic (did we mention we wear sneakers to work?)
Frictionless
Delivery of exceptional advice, differently. We use technology to make our clients experience simple and straightforward.
We are currently hiring for two unique roles:
Project Manager – Part time/Flexible Hours
A day in the life:
- You will be responsible for the planning, executing and closing of projects:
- Evaluate business needs
- Define the project, building out required work plans
- Aligning projects to business goals, communicating project status and milestones
- Ensure timelines and budgets are met, overseeing the implementation of new systems and processes
- Assisting / contributing to the development, documentation and maintenance of the Advice Process
- Developing and tracking project milestones and working with leads to deliver to agreed timings/benefits
What you will need to have:
- A positive, can-do attitude!
- A good understanding of the financial advice industry
- Excellent communication and organisational skills and an ability to engage confidently with our amazing clients
- Proven delivery of end to end management projects
- A focus on detail ensuring you drive projects to completion
- Can manage multiple projects at one time
- The ability to type and apply strong skills in Microsoft Word, Excel and Outlook
- Ability to work under pressure and meet timelines
- Be able to contribute positively and collaboratively to the team environment
Customer Service Administrator – Part-time, Flexible Hours
A day in the life:
- You will assist us to as we provide advice to clients across a range of key areas including cash-flow management, investments, insurance and superannuation
- Acting as a point of contact for client queries
- Helping to implement advice follow up on Insurance, Superannuation and investments
- Attending to the completion of application forms and other documents as required
- Making sure that the advice software is kept up to date and client records are maintained
- Coordinate and review required client information prior to client meetings
- Update and maintain office policies and procedures
- General administration as required to run an advice business
What you will need:
- A positive, can-do attitude!
- Practical knowledge of financial products and a good understanding of the financial services industry
- Excellent communication and organisational skills and an ability to engage confidently with our amazing clients
- A passion for developing your financial planning career
- The ability to type and apply strong skills in Microsoft Word, Excel and Outlook
- Coordinate and review required client information prior to client meetings
- Able to work under pressure and meet timelines
- Able to contribute positively and collaboratively to the team environment
Here is a recap of our last client event:
Our office is located in Darlinghurst. You will have access to:
- Onsite Gym (towel service included!)
- Regular community events (including guest speakers, lunch and learns, charity events and Friday ‘wine downs’)
- Bike storage
- Meditation/relaxation room
- Town Hall and Museum station (10min & 5 min walk away)
If you would like any additional info about either role, feel free to reach out on admin@foxandharewealth.com