Part-Time Admin Role (0.6 FTE)

$65,000-$75,000 plus superannuation (pro-rata)
Friendly team. Flexible hours. Great start to a career in financial planning.
Adelaide | 3 days a week (flexible) | No industry experience needed

Our client is seeking an experienced Administration Officer to join their boutique financial advice firm based in Adelaide’s CBD.

They are a small team that truly values relationships with their clients and each other. Now, they’re looking for a friendly, organised person to join them in a part-time administrative role.

About the Role

This role is about keeping things running smoothly behind the scenes and making clients feel looked after from the moment they get in touch. Some responsibilities include:

Client-Facing Tasks

Answering client phone calls and emails warmly and professionally

Booking and confirming appointments with clients

Preparing meeting packs, forms, and follow-up documents

Helping new clients get set up and feel welcome

Following up paperwork (like insurance forms or super rollovers)

Ensuring all client information is accurate and up to date

Maintaining a friendly, helpful attitude in every interaction

Team Support Tasks

Managing diaries and calendars for the advice team

Tracking deadlines and helping manage task workflows

Organising and uploading digital client files

Scanning, filing, and handling mail and correspondence

Liaising with product providers and external stakeholders

Keeping the office space organised and running smoothly

Pitching in with anything else needed to support the team

This role is a great introduction to the financial planning profession, and you will be provided training and guidance along the way.

You don’t need experience in financial planning – You will be taught what you need to know. This role is perfect for someone who enjoys helping people, is naturally organised, and maybe even sees themselves in the industry down the track.

The Details

· Part-time (0.6 FTE) – spread your hours across the week in a way that works for you

· Office based in Adelaide

· Supportive, welcoming team

· Great learning opportunity if you’re curious about financial advice

About You

· You’re friendly, positive and love working with people

· You’re organised and happy juggling a few different tasks

· You’ve got a professional, can-do attitude

· You’re keen to learn and grow

Sound like you?

We’d love to hear from you. Just send your resume and a cover letter introducing yourself.

***Applications close Sunday 20th July 2025***