About the role
Join a highly respected boutique financial planning firm supporting a senior adviser. Be the first point of contact for clients and play a crucial part of a tight-knit, high-performing team in the heart of the CBD.

• Support adviser with admin, client updates & prep
• Be first point of contact for client queries
• Implement advice and follow up with providers
• Maintain and update client records in Xplan
• Prepare client review documentation and packs

Skills & Experience

• At least 12 months in financial planning client services
• Exposure to Xplan and BT Panorama preferred
• Excellent communication and organisation skills
• Strong attention to detail and time management
• Friendly, proactive and client-focused attitude

Benefits

• Great CBD location
• WFH flexibility offered down the track
• Positive, supportive and happy team environment
• Learn directly from award-winning advisers
• Pathway to future career development

About the company / Culture
This award-winning boutique financial planning firm has built its reputation on strong client relationships and holistic advice. The team works closely in an open and supportive office.
People enjoy working here because of the respectful culture, low staff turnover, and strong team values.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to [email protected].

Please note only shortlisted candidates will be contacted.