Financial Planning Coordinator

Job Title: Financial Planning Coordinator
Contract Type: Permanent
Location: Sydney, New South Wales
Salary: AU$60000.00 - AU$65000.00 per annum
Reference: 193900_1554709192
Contact Name: Anson Lam
Contact Email:
Job Published: April 08, 2019 17:39

Job Description

Our client is an industry fund offering a great growth opportunity to join their firm and grow from a Financial Planning Coordinator into a Financial Planner coupled with high levels of support and guidance. The industry fund prides themselves on putting their client needs first and providing a great work life balance.

This is the ideal role for a recent graduate with financial planning or financial services experience who have completed or is currently completing their DFP or ADFP and looking to undertake further studies.

The Role:

  • Assist Financial Planning team on a daily basis and providing support to internal stakeholders
  • Provide CRM and Xplan Support
  • Point of contact for client queries, providing ongoing service and follow ups
  • Completing research on products and competitors
  • Keeping client files up to date and in line with compliance
  • Handle inbound and outbound calls from relevant stakeholders
  • Managing operational and administrative functions to ensure tasks are delivered efficiently
  • Implementation of all advice documentations

Skills & Experience:

  • Minimum 1 year experience in similar role or financial services industry
  • Excellent communication and presentation skills
  • Currently studying or looking to undertake further Financial Planning studies (DFP, ADFP or DFS)
  • Tertiary qualification in finance, business etc.
  • Drive and passion to excel and follow a career into a Financial Planner

For a confidential discussion please call Ciara Ryan on 0282475712, email or click on the apply button below.

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