April 9, 2020

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We are hiring!



Investment Zone (IZ) is a highly regarded boutique Financial Planning organisation located on the Bayside in Brisbane. We are a dynamic, fast growing and forward-thinking firm delivering holistic financial solutions to improve the financial well-being and lifestyles of our clients.


An opportunity exists to work with us, our team and our clients to become a Casual - Admin Assistant/ Personal Assistant (initially 6 to 18 hours per week, but for the right applicant it may progress to a full time position over 12 – 18 months.)


The Opportunity...                                                                

This role will assist us in ensuring the business maintains strong client relationships and is able to serve clients efficiently and effectively.

We are keen to employ the right person for our business. Primary responsibilities of this position will be to attend to general reception & admin duties, client services & rapport building, management of diaries & appointment co-ordination and also (and very importantly), working closely with the director to ensure he maintains full capacity.  The role will also include administrative support to the advice team.

Casual Award rates apply.



This important role requires a person who has:

  1. minimum 2 years in a client service or administration role in the financial services industry, and is passionate about excellent client outcomes, or

  2. a person who is looking to grow, develop & enhance their skills working in a truly supportive and team environment.

  3. strong Microsoft skills and experience using financial planning software preferred


For you to benefit from this opportunity you must also have:

  1. Passion - you must be passionate about client outcomes and a real willingness to go the extra mile for them. It really does need to drive you - it's "your thing", it's what you love.

  2. Experience - the power of our business is in the expertise and ability of our team - your background then is very important to the quality of our clients' experience.

  3. A willingness to learn - the IZ model has been tried and tested. You must be willing to learn our systems and techniques, while still, of course, having the freedom to bring your personal style and improvements to it!

  4. Commitment to making a difference... - to be a successful IZ team player you must be totally committed to making a difference with IZ clients - you must be in a way 'driven' to see excellent client outcomes and build strong relationships....

  5. Attention to detail – your ability to ‘get it right’, use your initiative for problem solving and have work completed in a timely manner is pivotal to a great client outcome.


Other qualities...

A fantastic opportunity exists for a well presented, personable, reliable and organised person to play a key role of 'Casual - Admin assistant/ PA' working directly with our director and our clients as the first ‘port of call’ into our business. You must possess excellent written and verbal skills and a proven ability to work independently. A professional phone manner, flexibility, and openness, friendly, cooperative attitude are a must and experience in this type of role or understanding of various financial services functions are highly regarded.


If this sounds like you, then we can offer:

  • Quality training and development opportunities

  • Friendly team working environment & awesome ‘one for all’ culture

  • Professional office situated at Wynnum/Manly

  • A casual rewarding position with the opportunity to grow as we take our business to the next level

Please forward your resume and cover letter to info@investmentzone.com.au with the subject line ‘Casual - Admin Assistant/ PA'.


In your cover letter, please include a brief summary of your skills and why you are suited to this opportunity.


Responses must be received by 5pm Thursday, 12th December 2019 with a start date in mid-January 2020.


Please note only shortlisted candidates will be contacted


No Recruitment Agents please. 


Brad Macaulay

PO Box 5334
Manly QLD 4179


The information in this communication is information only and has been prepared on a general advice basis only. The information has been prepared without taking account of your specific objectives, financial situation or needs. Accordingly, you should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation, and needs. In cases where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement (or other relevant information statements) and consider such document before you make any decision about whether or not to acquire the product. For these reasons, it is imperative that you seek advice from your financial adviser before making any investment decisions. Investment Zone Pty Ltd (ABN 18 104 622 611) provides financial services as a Corporate Authorised Representative no. 296974 of Financial Force Pty Ltd ABN 42 091 425 464, AFSL no. 238337




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