Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Create and maintain detailed baseline and rolling schedules for construction packages using Primavera P6 or MS Project, aligning timelines with project milestones and resource plans.
Develop resource-loaded workplans and activity breakdowns that translate design and procurement inputs into achievable site sequences.
Track progress, update forecasts, and perform critical path and delay analyses to quantify impacts and recommend recovery options.
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3-5 years of relevant experience in project management, account/project management, content operations, or a similar role, preferably within an advertising environment.
Bachelor’s degree in Project Management, Marketing, Communications, Business, or a related field.
Proven track record in project management or content operations, including direct client and market stakeholder management.
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