Office Administrator (Financial Planning)
Foundation Wealth Advisers – Bellerive, TAS
Full-time | Career growth opportunity
Build your career in financial services with a supportive, professional team
Foundation Wealth Advisers is seeking a proactive and detail-oriented Office Administrator to support our team in Bellerive. This role is central to keeping our operations running smoothly and supporting our advisers in delivering high-quality client outcomes.
This is an ideal opportunity for someone who enjoys structured work, takes pride in accuracy, and is interested in developing a long-term career in financial planning.
What you’ll be doing
* Managing client appointments and coordinating advisers’ calendars
* Maintaining accurate client records and filing systems (digital and physical)
* Preparing documentation and supporting administrative processes
* Assisting with compliance requirements and internal procedures
* Providing administrative support across the team
* Opportunity to assist with paraplanning tasks and develop financial advice skills (training provided for the right candidate)
What we’re looking for
* Experience in an administrative role (financial services experience is advantageous but not essential)
* Strong organisational skills and high attention to detail
* Confident written and verbal communication skills
* Proficiency in Microsoft Office (Word, Excel, Outlook)
* A professional, reliable, and team-focused approach
* Ability to manage priorities and work with minimal supervision
What we offer
* Competitive salary package (based on experience)
* Clear career pathway into paraplanning or financial advice
* Ongoing training and professional development
* A supportive, close-knit team environment
* Flexibility when needed to support work-life balance
About us
Foundation Wealth Advisers is a boutique financial planning firm supporting clients across Tasmania and Australia. We are committed to delivering tailored advice and building long-term client relationships.
Apply now
If you're looking for a role where you can develop your skills and build a career in financial services, we’d love to hear from you.
Apply via Seek with your resume and a short cover letter outlining your interest.