Specialist – SMSF Administration & Insurance Applications

A respected and growing financial planning practice is seeking a skilled professional with strong ownership of SMSF administration and insurance processes. The position sits within a close-knit CBD team and plays a vital client-facing and administrative role, working across a variety of financial services needs.

In this role, you will:

• Lead end-to-end SMSF administration, establishment, and compliance
• Oversee the full process of insurance and platform applications for new and existing clients
• Accurately prepare and process documentation related to client advice, account openings, transfers, and insurance requirements
• Act as a pivotal conduit between advisers, clients, and external platform/insurance providers
• Ensure timely and compliant implementation of all advice and transactional matters

Success in this role comes from:

• Experience in SMSF administration and familiarity with financial planning operations
• Proven skill in handling insurance applications and related administration
• Proactive client service—managing inquiries, maintaining accurate records, and supporting ongoing adviser/client relationships
• Attention to detail, a high level of professionalism, and strong organisational skills

The position offers:

• Support from a collaborative team in a dynamic financial services firm
• Opportunities for professional growth and development
• Competitive salary package, commensurate with relevant experience
• CBD office location, close to transport and city facilities
• 2 days per week WFH

This is a great opportunity to take genuine ownership of client outcomes in SMSFs and insurance—with strong support, clear processes, and room to shape the role further.

What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Ben on 0400302396.