EARN $65,000 – $70,000 + Super | Negotiable Based on Experience
Join an Established, Respected Financial Planning Firm
Full-Time Role with Flexible Hours | Immediate Start Available
About The Company
Our client is a trusted and long-standing financial planning firm based in central Cleveland, established in ****. They provide tailored advice and solutions across all areas of financial planning, superannuation, retirement strategies, and personal risk insurance.
Their success is built on a foundation of integrity, client care, and teamwork — with a culture that recognises their employees as their greatest asset. They take pride in delivering exceptional service, fostering professional growth, and maintaining a supportive, friendly environment.
About The Opportunity
Due to the recent restructuring of their financial planning and insurance business, they are now looking for a Financial Planning Administration Assistant to join their company in Cleveland, QLD. The interviews will commence towards the end of November, with the successful candidate starting in January.
Responsibilities
Diary management for the advisor
Answering incoming calls and emails from clients and professional contacts
Liaise with fund managers and internal departments to resolve client queries
Contact clients to arrange meetings and prepare meeting packs
Preparation of advice documents
Implementing client recommendations
Administration of database and client portfolios
Assisting with client seminars, general housekeeping and office duties
About You
The successful candidate will have :
Previous experience in a similar administration-based role
Experience or knowledge of the Financial Planning industry and Adviser Logic (desirable)
Strong computer skills, including MS Office
Excellent communication skills with the ability to write documents and letters
Strong time management with the ability to multitask and prioritise
The ability to work autonomously as well as within a small team
A can-do positive attitude
What's in it for You?
Join an Established & Well-Respected Firm
Focus on Providing Excellence to their Customers
Enjoy a Relaxed, Friendly Work Environment
Modern Office in Central Cleveland Location
Small Supportive Team with a Great Culture
Full-Time Role with Potential for Flexible Hours
Opportunities for Growth & Career Progression
Immediate Start for the Right Candidate
Apply today and don't miss out on starting this opportunity as soon as possible
Apply Now
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