About the role
Barnett Financial Planning is seeking an enthusiastic Administration Co-Ordinator to join our team in Castle Hill, NSW. This full-time role will provide exceptional client service and support to our growing financial planning practice.

About us
• A boutique self-licensed financial advice practice established for over 25 years.
• This great opportunity has arisen due to one of the firm's Client Support Officers moving overseas.
• A strong compliance history, highest ethical standards and technical & strategic excellence.
• Clients’ best interest and ongoing service has always been the firm’s priority.
• A friendly, cooperative and supportive work environment.
• Every team member given continual professional development to upskill.
• Very much a team orientated practice.

About you
• A motivated individual who enjoys collaborating with other team members.
• A fast learner who is eager to learn new processes and policies.
• Extremely diligent and accurate with all of their duties.
• Enthusiastic about enhancing their set of skills and taking on greater responsibilities over time.
• Values the importance of developing strong relationships with a tightly-knit team.

Key role responsibilities
• Handle general administrative office matters (e.g. scheduling client meetings, taking client calls, keeping our client database up-to-date).
• Following up outstanding activities with platforms, insurers and clients.
• Assisting the Client Service Managers with the preparation and lodgement of forms.
• Assisting one of the Senior Financial Advisers with operational duties (e.g. liaising with platform/insurers, preparation and issuance of client material).

Desired qualifications and experience
• Tertiary qualifications not required but HSC is essential.
• Financial services experience is not necessary. This role may suit someone looking to embark on a new long-term career.

Initial remuneration package ranges between $55,000 -$65,000 (inclusive of superannuation), dependent on level of experience.

Next steps
If this role interests you, please apply here and we look forward to hearing from you!