Financial Planning Assistant

2 weeks ago

Kew, Australia Fuse Recruitment Full time

Financial Planning Assistant
- **Location**:

- Kew - Victoria
- **Work Type**:

- Permanent
- **Salary**:

- AU$65000 - AU$75000 per annum
- **Reference**:

- 25496
- **Are you a highly organised Administration Superstar or Planning Assistant seeking a role where your contribution is truly valued and that offers genuine work/life balance in a company with a ‘family’ feel?**

Our client specialise in prudent financial planning and personal service - and have done for 15 years. They are entirely owned by staff, ex-staff and a number of public accountants. That means clients deal with the owners, not a call centre.

Our client has a strong focus on social responsibility, dedicated to prioritising ethical practices, sustainability and community engagement. They are a member of the Responsible Investment Association of Australia (RIAA) and offers employees up to three days annual leave so they can provide volunteer support services to causes important to them. By joining the team, you will be aligning yourself with a company that is passionate about responsible work practices and truly supporting staff in contributing to their community.

Our client is currently seeking a new addition to their team of planning assistants - responsible for keeping the financial advisers on track, busy and fully occupied providing advice.

They are after someone who is bright, enthusiastic, with strong organisational skills and a top sense of humour

**Benefits to successful applicant**:

- Attractive and competitive salary package
- Hybrid work arrangement with onsite parking provided when in office
- Opportunity to work within a high-performing team of financial planning assistants and contribute to the provision of top level administration support and client services liaison
- Development pathway to a career in financial planning industry
- Opportunity to work with a dynamic team of experienced and friendly industry professionals
- Collaborative and supportive working environment, be part of a great team

**Duties and responsibilities include**:

- Liaise with clients to ensure transactions are correctly processed, member accounts are accurately administered, and all fund correspondence is handled correctly.
- Assist in preparation of review reporting packs, service call packs and dispatch reporting packs.
- Meeting preparation and follow up, review and service scheduling, and management of planners’ diaries and schedules.
- Maintain excellent client service and liaison, handle queries, client meet and greet.
- Maintain and monitor statistics to assist in service management
- Support estate planning/ legal functions, including documentation and managing Deeds Register.
- Ability to work effectively and autonomously accomplish your goals

**We are looking for someone with**:

- Exemplary organization skills
- Clear handwriting skills
- Excellent Microsoft Office experience across Excel, Word, PowerPoint & Outlook
- Strong communication skills, ability to assess clients needs quickly and efficiently
- Great attitude, friendly and engaging
- Desire to learn with a positive attitude, the ability to consult, liaise and problem solve as required
- Sense of humour

**Any relevant qualifications in financial planning or experience with financial planning CRMs would be highly regarding**
- At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you_
- If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_

SCR-tegan-williams

ChooseFuse

  • Financial Planning Assistant

    2 weeks ago

    Kew, Victoria, Australia Fuse Recruitment Full time

    Financial Planning Assistant- Location: Kew Victoria- Work Type: Permanent- Salary: AU$ AU$75000 per annum- Reference: 25496- Are you a highly organised Administration Superstar or Planning Assistant seeking a role where your contribution is truly valued and that offers genuine work/life balance in a company with a 'family' feel?Our client specialise in...

  • Planned Giving Manager

    3 weeks ago

    Kew, Australia Guide Dogs. Full time

    **About Guide Dogs Victoria** Guide Dogs Victoria (GDV) is a leader in breaking down barriers that enable people, who have blindness or low vision to live life without limits. Guide Dogs Victoria recognises and responds to the diverse needs and choices of our Clients. With over 65 years of experience, we specialise in providing client directed high quality,...

  • Planned Giving Specialist

    3 weeks ago

    Kew, Australia Guide Dogs. Full time

    **About Guide Dogs Victoria** Guide Dogs Victoria (GDV) is a leader in breaking down barriers that enable people, who have blindness or low vision to live life without limits. Guide Dogs Victoria recognises and responds to the diverse needs and choices of our Clients. With over 65 years of experience, we specialise in providing client directed high quality,...

  • Planning Analyst

    4 weeks ago

    Kew, Australia Hanes Brands Full time

    Full Time Opportunity - Flexible working arrangements (2 days from home) - Learn and grow opportunties Planning Analyst | Full Time Permanent | Kew Location We are recruiting a Planning Analyst who will be responsible for ordering and optimising the flow of stock to stores. You will analyse sales, stockturns and profitability to assist with immediate right...

  • Assistant Planner

    2 weeks ago

    Kew, Victoria, Australia Hanes Australasia Full time

    Rare opportunity in Bonds Merchandise Planning team Join the market leaders in retail and build a brilliant and exceptionally rewarding career with us Flexible working – enjoy working from home 2 days per week Assistant Planner | BONDS | Kew, MelbourneWe are recruiting for an all-round awesome Assistant Planner to join our growing Bonds Planning team on...

  • Assistant Planner

    3 weeks ago

    Kew, Australia Hanes Brands Full time

    Rare opportunity in Bonds Merchandise Planning team! - Join the market leaders in retail and build a brilliant and exceptionally rewarding career with us * Flexible working - enjoy working from home 2 days per week! Assistant Planner | BONDS | Kew, Melbourne We are recruiting for an all-round awesome Assistant Planner to join our growing Bonds Planning...

  • Assistant Brand Manager

    3 weeks ago

    Kew, Australia Hanes Brands Full time

    Work in a highly engaged, passionate and collaborative team - Hybrid and flexible working, with a genuine commitment to health & wellbeing programs - Huge focus on learn and grow opportunities ASSISTANT BRAND MANAGER | PERM | KEW About the role We are currently recruiting an Assistant Brand Manager to support the Senior Brand Manager in working across our...

  • Assistant Planner

    4 weeks ago

    Kew, Australia Hanes Brands Inc Full time

    Rare opportunity in Bonds Merchandise Planning team! Join the market leaders in retail and build a brilliant and exceptionally rewarding career with us   Flexible working – enjoy working from home 2 days per week! Assistant Planner | BONDS | Kew, Melbourne We are recruiting for an all-round awesome  Assistant Planner  to join our growing...

  • Assistant Brand Manager

    2 weeks ago

    Kew, Victoria, Australia Hanes Brands Full time

    Work in a highly engaged, passionate and collaborative team Hybrid and flexible working, with a genuine commitment to health & wellbeing programs Huge focus on learn and grow opportunitiesASSISTANT BRAND MANAGER | PERM | KEWAbout the roleWe are currently recruiting an Assistant Brand Manager to support the Senior Brand Manager in working across our famous...

  • Care Assistant

    2 weeks ago

    Kew, Australia Baptcare Full time

    **POSITION TITLE**: RESIDENTAIAL AGED CARE - PERSONAL CARE ASSISTANT About Us At Baptcare, we care. Our Mission and Vision are lived through our WE CARE Values: for our residents, customers, clients, partners, and supporters; with the very young through to the very old, the vulnerable, with families through all of life’s stages and challenges. Baptcare...

  • Rac Personal Care Assistant

    3 weeks ago

    Kew, Australia Baptcare Full time

    Personal Care Assistant Residential Aged Care - Multiple Casual Positions Available Baptcare Karana Community - Kew Opportunity to work in your local community within a friendly and supportive team. Enjoy the benefits of salary packaging with up to $18,550k pa tax free. Flexible working hours to support a work-life balance. **About the...

  • Food Services Assistant

    2 weeks ago

    Kew, Australia Baptcare Full time

    About the Company: Baptcare is a purpose driven and faith-based organisation working across Victoria, Tasmania, and South Australia, providing residential and community care for older people and support to children, families, and people with disability, financially disadvantaged people and people seeking asylum. At Baptcare, our values are deeply rooted in...

  • Design Assistant

    4 weeks ago

    Kew, Australia Hanes Brands Full time

    Enjoy hybrid working from home, plus various health and wellbeing initiatives - Collaborative culture with a genuine commitment to sustainability - Learn and Grow opportunities Our Story At Jockey, we create well made underwear for modern life. For you to feel comfortable to work in and to lounge in. We have a strong history of innovation and we're all...

  • Personal Care Assistant

    4 weeks ago

    Kew, Australia Baptcare Full time

    About the Company: Baptcare is a purpose driven and faith-based organisation working across Victoria, Tasmania, and South Australia, providing residential and community care for older people and support to children, families, and people with disability, financially disadvantaged people and people seeking asylum. At Baptcare, our values are deeply rooted in...

  • Personal Care Assistant

    3 weeks ago

    Kew, Australia Baptcare Full time

    About the Company: Baptcare is a purpose driven and faith-based organisation working across Victoria, Tasmania, and South Australia, providing residential and community care for older people and support to children, families, and people with disability, financially disadvantaged people and people seeking asylum. At Baptcare, our values are deeply rooted in...

  • Personal Care Assistant

    2 weeks ago

    Kew, Australia Baptcare Full time

    About the Company: Baptcare is a purpose driven and faith-based organisation working across Victoria, Tasmania, and South Australia, providing residential and community care for older people and support to children, families, and people with disability, financially disadvantaged people and people seeking asylum. At Baptcare, our values are deeply rooted in...

  • Design Assistant

    2 weeks ago

    Kew, Victoria, Australia Hanes Brands Full time

    Enjoy hybrid working from home, plus various health and wellbeing initiatives Collaborative culture with a genuine commitment to sustainability Learn and Grow opportunitiesOur StoryAt Jockey, we create well made underwear for modern life. For you to feel comfortable to work in and to lounge in. We have a strong history of innovation and we're all about...

  • Allied Health Assistant

    1 week ago

    Kew, Australia Baptcare Full time

    Community and Rehabilitation - Community-Based Allied Health Service - South-Eastern Melbourne - Permanent Full-Time role About Us At Baptcare, we care. Our Mission and Vision are lived through our WE CARE Values: for our residents, customers, clients, partners, and supporters, with the very young through to the very old, the vulnerable, with families...

  • Personal Care Assistant

    4 weeks ago

    Kew, Australia Baptcare Full time

    **About the Company**: Baptcare is a purpose driven and faith-based organisation working across Victoria, Tasmania, and South Australia, providing residential and community care for older people and support to children, families, and people with disability, financially disadvantaged people and people seeking asylum. At Baptcare, our values are deeply rooted...

  • Teacher Assistant

    2 weeks ago

    Kew, Victoria, Australia Ruyton Girls' School Full time

    Position: Teacher Assistant (Senior Years)Department: Individual LearningReports to:Head of Senior SchoolCommencement: I mmediate StartSchedule: 12 Months Fixed Term, FTE0.8PD Updated: January 2023Ruyton Girls' School is a forward-thinking independent K - 12 school with a long tradition ofacademic success and co-curricular achievement. Our focus is on...