This range is provided by Advice2Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$60,000.00/yr - A$60,000.00/yr
Direct message the job poster from Advice2Talent
Founder @ Advice2Talent | Award Winner Recruiter|Connecting businesses with Financial Advisory talent in Australia /New Zealand and Philippines |…
Location: Croydon, VIC
Type: Full-time | On-site
Are you looking to kickstart your career in the financial planning industry? This is a fantastic opportunity to join a growing financial planning firm in Croydon, where you'll be part of a supportive and collaborative team environment.
Our client is looking for a motivated and detail-oriented individual who is eager to learn, grow, and make an impact. Full training will be provided, so previous experience in financial planning is not essential—just a positive attitude and a willingness to develop your skills.
What You'll Be Doing:
* Supporting financial advisers with day-to-day administration
* Preparing client documentation and follow-up correspondence
* Booking and confirming client meetings
* Updating client records and maintaining CRM systems
* Liaising with clients, insurers, and superannuation providers
* Assisting in the preparation of Statements of Advice (training provided)
What We're Looking For:
* Strong communication and organisational skills
* High attention to detail and a willingness to learn
* Ability to work well in a team and follow processes
* Basic understanding of financial services is a plus but not required
* A customer-first mindset and a can-do attitude
What's On Offer:
* $60K + super
* A supportive and inclusive workplace
* Ongoing training and mentoring
* Career progression opportunities within the business
* Work in a well-established firm with a growing client base
If you're enthusiastic about building a career in financial planning and want to be part of a team that values growth and development, we'd love to hear from you.
Apply Now:
Send your resume or contact us for a confidential chat.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative, Customer Service, and Finance
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