Patman Planning has been providing financial advice to high net wealth clients with sophisticated needs for over 15 years. Our business is well regarded for providing tailored holistic advice and our dedication to clients.

The role is a full time permanent position in the Brisbane CBD.

Responsibilities include but not limited to:

Greeting all incoming clients and stakeholders

Answering the phone

Scheduling and confirming client appointments.

Preparing client files for meetings

Preparing meeting rooms for in office client meetings

Client Reports

Data Entry

Providing administrative support to the Office Manager and wider financial planning team as required

Processing client transactions in a timely and efficient manner

Responding to client enquiries and addressing concerns properly

Our Ideal Candidate:

Ideally suited to someone with finance or banking experience where client service and administration skills highly valued

Strong interpersonal and communication skills

Proactive, capable of thinking independently, working collaboratively, in a fast-paced office

XPlan experience desirable but not necessary

Have an intermediate level knowledge of the Microsoft Office suite of products, along with knowledge of key financial planning platforms

A knowledge of superannuation, insurance, investments and strong attention to detail is desirable.

Most importantly, we are seeking a candidate with a real focus on delivering outstanding work and is client orientated.

What we offer

Competitive Salary with bonus potential

Opportunity to work a 9-day fortnight

Collaborative working environment

Friday team lunches

Any questions regarding the role or to have a confidential discussion please Peta on: [email protected]

*No Recruiters Please*