About the Business and the Role
We are a boutique financial planning practice within a large Accounting Practice. For over 20 years we have delivered excellent customer service and financial planning advice to enable our clients to have a more secure financial future. We require an honest, independent worker with excellent time‐management skills, pride in their work, eagerness and flexibility to learn new skills, and the ability to be responsible for high‐quality outcomes and support our financial planning team.
Key Benefits
* Friendly and supportive workplace and team
* Flexibility that enables a sensible work/life balance
* Opportunity to learn and grow in a business that values knowledge and education
* Working in a centrally located office
Skills and Experience
* Experience in the financial planning industry or a similar environment is preferable; familiarity with services, products, Wrap platforms, and Xplan is an advantage.
* Advanced MS Office skills – Outlook, Excel and Word required.
* Can‐do attitude with the ability to manage multiple tasks.
* Proactive mindset and strong organisational, interpersonal and communication skills.
* Highly collaborative and supportive teamwork in a small office environment.
* Tertiary qualifications in Financial Planning are advantageous but not essential.
* Australian work rights are required for this position.
Job Tasks and Responsibilities
* Client Service – provide administrative support to the Adviser, maintain the Xplan database, and develop an in‐depth knowledge of client financial situations.
* Office Administration – serve as the first point of contact for all incoming communication, including calls, file and scan mail, ensure smooth and efficient running of the office, and assist with marketing activities such as client mail outs and organising client seminars.
* Compliance – maintain compliant client files, adhere to ethical standards, and manage customer‐service agreements, FDS and other compliance requirements.
Job Type and Experience
This role is offered as a full‐time position. A minimum of two years' experience in an administrative role within a financial planning office is preferred but not essential.
Location
Orange, Blue Mountains & Central West NSW
How to Apply
Please submit your application with a covering letter and resume through SEEK as soon as practicable. Only shortlisted candidates will be contacted.
Application Questions
* Which of the following Microsoft Office products are you experienced with?
* Which of the following statements best describes your right to work in Australia?
* Do you have customer service experience?
* Do you have experience in administration?
* How many years of experience do you have as a Financial Planning Administrator?
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