We are looking for someone to join our team

If you want this choice position and can do 85% of the following you could be the one!

  • Care about the team and our clients. Previous experience dealing with customer relationships.

  • Feel comfortable about being on social media and on the phone.

  • Have a good command of the English language, can spell and use excellent grammar.

  • Like to shop online, send texts, have good internet at home.

  • Like to cook and eat BBQ lunches.

  • Care about the team and our clients.

  • Are comfortable with working in the cloud and storing files on line,  have a cheery disposition.

  • A background in financial planning or mortgage broking or tax & bookkeeping would definitely be advantageous. We use a multitude of software packages – Training will be provided.

  • Willingness to learn and take instruction, we will lead you through the process.

  • Reliable vehicle essential, no public transport here.

  • Understands and prepared to adhere to our business cone of silence.

If you think you can fulfil most of these and work in a friendly, busy office located on a farm with magnificent views, all day secure parking and an already awesome team then why not apply below and upload your resume.

Contact us to find out more 02 4934 8844.

Caring about the team and our clients is an important value of Excel.

We are not your average financial advisor, we are Excel Financial Advisors!

Cheers Stuart & Heather

And remember in life, IF NOTHING CHANGES, NOTHING CHANGES! (It is really up to you!)

Learn more about us here and follow us on facebook

All applicants will be afforded the utmost confidentiality if required!

Application Form