Company

Our client is a prominent financial services firm specialising in asset management, private wealth, and trustee services, with a strong presence in both Australian and international markets. Headquartered in Australia, the organisation is focused on delivering high-quality, client-centric solutions while fostering long-term, trusted relationships built on integrity.

The role

Your duties in this role will include but are not limited to:

• Manage and action daily workflow through Xplan, including trade placements and withdrawal payments
• Liaise effectively with Advisors and Associates to resolve client or task-related issues
• Coordinate and implement Statements of Advice (SOAs) and prepare associated documentation
• Prepare client meeting packs and ensure all paperwork is completed accurately and submitted at least 24 hours prior to scheduled meetings (including last-minute bookings
• Support the advisory team to deliver exceptional client service and meet compliance standards

About you

• Prior experience using Xplan in a financial planning or wealth management environment
• Strong attention to detail and the ability to prioritise and manage deadlines under pressure
• Excellent communication skills and a collaborative working style
• Proven ability to work proactively and take initiative when challenges arise
• A solid understanding of financial planning documentation and SOA processes is highly regarded

If you enjoy supporting a high-performing advisory team and thrive in a fast-paced, professional environment, we'd love to hear from you.

What's on offer?

• Hybrid working
• Reputable organisation and opportunity to be a part of a high performing team
• Six month contract with the opportunity to extend

This is a hybrid position.

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