Financial Planning Assistant / CSO – Geelong & Torquay
$60K–$80K + Super
Ready to grow your career in financial planning while enjoying the coastal lifestyle?
Our client is seeking a Financial Planning Assistant (CSO / Administrator) to join their mid-sized team. You'll be the backbone of client support, helping advisers deliver exceptional service.
What makes this role unique?
* Pathway to become an Associate Adviser with full Professional Year (PY) support
* OR stay long-term as a CSO/Administrator if that's where you shine best
* Work close to the surf coast lifestyle of Geelong & Torquay
* Competitive salary
$60K–$80K + super
* Hybrid work environment on offer
About You
* Experience in financial planning admin or client services (bonus if paraplanning background)
* Strong communication & organisation skills
* Ambition to either grow into advice or remain in a valued client services role
This is your chance to shape your career the way you want – with the support of a respected advice team.
Apply now and take your next step in financial planning.
Contact Carolina via DM or simply apply now