Financial Planning Administration Entry Into Wealth

2 weeks ago

Sydney, New South Wales, Australia Keegan Adams Full time
High performing team with reputation for superior client service

  • Suit a graduate or administrator keen to develop a financial planning career
  • Salary up between $6075,000pa. Training & career development provided


A fantastic opportunity has just become available for a Junior Financial Planning Assistant to join the Wealth Management Division of this highly successful Accounting Group.

This is a continually expanding business that pride themselves on their friendly and supportive working environment, as well as their superior levels of holistic client advice.


Working as part of a friendly and supportive team, your main responsibilities will include:

  • Contact product providers to complete research on Investment, Superannuation & Insurance Products.
  • Update client database software using XPLAN and NetSuite.
  • Prepare Letters of Engagement for all new clients, and prepare Tax Packs for all mutual clients of the Wealth Management and Business Services Teams, in conjunction with Production manager.
  • Assist the Wealth Team to prepare Review Packs for existing clients.
  • Manage the Wealth Team inbox and distribution of mail to the relevant
- people/teams.

  • Assist the Wealth Team with the execution of special projects including
  • Business Improvement Projects as and when required.
  • Support the Wealth Team in management of client data, scanning and saving
- documentation to the relevant sources.

  • Ad hoc support to the Wealth Team

To be successful in this position you should have:

  • Recently completed your undergraduate degree in Finance or Commerce (or similar discipline)
  • Previous work experience in an administrative or client service service capacity, ideally gained from financial services (however other professional experience and/or internships will be considered)
  • Diploma of Financial Planning (DFP) / RG 146 qualification is advantageous, however not essential.
  • Exceptional communication skills, both verbal and written.
  • A demonstrable interest in financial planning
  • The desire and ability to work in a team environment.
  • Intermediate computer skills.

This is a fantastic career opportunity for someone looking to progress their career within financial planning. In return for your hard work you will receive a generous salary, study assistance, a supportive team environment and genuine career development opportunities in future.

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