We are a boutique Financial Planning/Mortgage Broking business. We are a small, friendly team that are committed to assisting our clients to achieve brighter futures. We provide general financial planning advice helping clients from all stages of life - with superannuation, personal insurance, investments and as they prepare for retirement. There is lots of variety.

It’s fast paced and busy – but the office is friendly and close-knit. We find time for laughs.

About the opportunity

The Client Services Administrator will play a critical role in our business – providing support across the business in many keyways. This is a great opportunity for someone to build on their existing Financial Planning experience, and you will be well-supported to further develop your Client Services skills.

In this position you can expect to

Greet clients and undertake general office admin/reception duties

Schedule client meetings and prepare for those meetings (ensuring completeness and accuracy of documents)

Liaise with clients and other industry product providers – super funds, insurers, platforms

Create and maintaining accurate records

Implement client advice, including follow ups with product providers – rollovers, investment switches, insurance applications, retirement (we are a full-service practice)

About You

Are you pro-active, customer focused and with a can-do attitude?

We’re looking for someone who has attention to detail, strong administrative skills and clear communication.

What we’re looking for

Previous experience within Financial Planning (preferred)

Knowledgeable of financial planning concepts (desirable)

Experience using Financial Planning software (Xplan preferred) and Platforms (i.e. Macquarie, Hub24)

Excellent customer service skills

Let us know why you are best-suited to this position – please forward your resume and a cover letter to [email protected].