Overview:

Customised Wealth Strategies are seeking a highly organised and detail-oriented Financial Planning Administrator to join our team. This role is for someone who knows what they’re doing and the top salary on offer reflects this. A strong understanding of superannuation and pension structures is essential, along with excellent communication skills to interact with clients and providers effectively. The preferred candidate will have solid experience in financial planning administration. You will also be experienced in placing trades and using XPLAN software.

Key Responsibilities:

• Set up superannuation and pension funds and wrap accounts. This includes following up providers to ensure that actions have been completed.
• Process investments and withdrawals as requested by our clients.
• Utilize XPLAN software for administrative tasks.
• Provide responses to client information requests.
• Ensure ongoing compliance with financial planning requirements.
• Continuously improve administrative processes for efficiency.
• There may also be additional requests as directed by the principal financial planner, relating to our client’s needs.

About You:

• Understand the processes for setting up Superannuation, Pension, and Investment applications including investment of clients' funds.
• Organisational Skills: Proficiency in tracking activity, managing multiple administration tasks and maintaining records.
• Computer Literacy: Proficiency in X-Plan, Microsoft Office Suite (Word, Excel, Outlook). Additional experience in Wealth Solver will be highly regarded.
• Strong Communication Skills: Ability to effectively communicate with clients, colleagues, and external stakeholders
• Attention to Detail: Ensuring accuracy in administrative tasks and compliance with regulations
• Customer Service: Providing excellent service to clients and addressing their needs promptly and correctly.
• Time Management: Efficiently managing time to meet deadlines and handle various responsibilities
• Regulatory Knowledge: Understanding of financial regulations and compliance requirements
• Team Collaboration: Working well within a team and contributing to a positive work environment
• Adaptability: Being flexible and able to handle changing priorities and tasks

In Return We Offer:

• A part-time (3-4 days per week) role in a growing business
• Client-first work environment
• Highly competitive salary ranging from $60,000 to $80,000 per annum
• A friendly and professional office environment, with plenty of parking close by
• A role with variety and where you can take ownership and get things done
• An opportunity to progress your financial planning strategy and technical knowledge
• Immediate start available

How to Apply:

Please submit your resume and cover letter using the Apply Button on Seek/LinkedIn.

Employer questions

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have as a Financial Planning Administrator?
• Which of the following Microsoft Office products are you experienced with?
• Do you have customer service experience?
• Do you have experience in administration?
• How many years' experience do you have in a wealth management?
• What's your expected annual base salary?
• How much notice are you required to give your current employer?