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Assistant Financial Adviser

Select Staffing
Perth, WA
A$85,000-$90,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 26 days ago


Our clients are a financial planning and accounting practice located close to Perth CBD with easy access to public transport and car parking.

A vacancy has become open for a financial advisers administrator/assistant.

The company have a team of around 30 staff in financial planning and accounting industries.

The Vacancy:

Support the financial planner with administration

Assist with preparing compliance documents

Contact and work with insurance companies

Research a diverse range of financial products and insurances

Data entry

Lots of client contact

Uphold and work to a high standard of regulations within the finance industry

Software used - XPLAN

Assist the senior financial planner with management of meetings and schedules

To Apply:

Ideally have knowledge and experience of XPLAN software but not essential

Strong communication skills (Written and verbal)

Professional approach with clients (Telephone, email or in person)

Willing and able to commit to full time working hours

Experience within a similar role is essential

Able to work within a small team

In return:

Salary between $85,000 to $90,000 + Super

Full time family friendly hours (No forced overtime)

Close to car parking and public transport

Established team with a low staff turnover

Regular training and industry updates

Modern offices

At Select Staffing we value and respect our candidates so every application is treated confidential at all times, For a confidential chat about this vacancy or any of our other vacancies please contact Andy on 0457433356 or [email protected]


About Select Staffing

Perth, WA, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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