Financial Planning Assistant

Canberra, Australian Capital Territory, Australia
USD 24.03 - 40.86 per hour
26 Sep 2020
29 Sep 2020
Your new company
Our client is a local financial planning practice with ambition is to assist all Australians and is uniquely placed to help them deal with modern day challenges surrounding financial and retirement planning.

Your new role
Due to significant growth, our client seeks an experienced Financial Planning Assistant to support a group of small but experienced advisers. The FPA is primarily responsible for providing administrative assistances to the Advisers in the form of SOA/ROA construction. Along with administering client files, you will also support the business with compliance reporting, process improvement, monitoring workflow, problem-solving and updating the CRM.

What you'll need to succeed
To be considered for the role you will have skills in client administration, compliance and data management and have a background in financial services. Our client is looking for a productivity individual who is eager to learn, loyal, organised and outgoing. You will also need experience working in a professional environment posses excellent written communication skills and have a sound understanding of the finance industries products and services. Familiarity in Xplan and experience learning new software quickly would be seen as advantageous.

What you'll get in return
You'll receive on the job training and ongoing support from your manager and may have the opportunity to influence the business through your positive and strong work ethic. An attractive remuneration package, comprising of an attractive base salary, bonus potential and ongoing development. If you are someone who is passion about people this is the right job for you.

What you need to do now
The success of the organisation is attributed to the team's ability to understanding the desires and deliver advice that clients actually understand. If you are looking to join an organisation that can take your career to new heights and you would like more information or a confidential discussion about your recruitment needs, please contact Alex Polson on 02 6257 6344 or

If this job isn't quite right for you though you are looking for a new position, please contact us for a confidential discussion and visit our website to review our current list of available positions.

LHS 297508