Financial Planning Assistant

Job Title: Financial Planning Assistant
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Bonus
Reference: 179721_1512949778
Contact Name: Nandani Gosai
Contact Email:
Job Published: December 11, 2017 10:49

Job Description

The Company:

This company is a leading financial services firm which holds a reputation for their excellence and professionalism in client services. This is an opportunity for a Planning Administrative Assistant to join a leading firm that has a collaborative team culture and supportive environment allowing room for growth and development.

The Role:

This opportunity has arisen due to internal growth of the company. The purpose is to provide exceptional support in client services and along-side Advisers, Investment Manager and Paraplanner. The role will be reporting to the team leader.

  • Manage all operations, administration and reporting procedures;
  • Provide quality support to Advisers, Investment Manager and paraplanners & assist with preparing financial plans;
  • Communication with clients and suppliers on daily basis in relation to queries via email and phone;
  • Managing adhoc administrative duties including updating the Coin and CRM database & making sure files are compliant;
  • Assist with implementation of complex investments& ensure to collate correct client information.

Skills & Experience:

  • 2 year's + working in Financial Services;
  • Previous experience using Xplan of Coin;
  • Completed or near completion of an RG146/ Diploma of Financial Services is preferred but not essential;
  • Excellent verbal and written communication skills;
  • Ability to work autonomously and be a team player.

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