Expert Financial Planner

2 days ago

Brisbane, Queensland, Australia beBeeFinance Full time $67,000 - $70,000

Financial Planning Assistant Role

We are seeking a highly skilled professional to join our team in a dynamic and forward-thinking financial planning environment.

  • Preparation of comprehensive documentation and client packs for client meetings
  • Accurate maintenance of client files
  • Research of detailed financial products and insurance advice
  • Administrative support and timely reporting
  • Effective management of client appointments and queries
  • Contribution to team projects and collaborative discussions

The ideal candidate will possess excellent communication skills, attention to detail, and advanced computer literacy. Experience working in a financial planning firm is advantageous.

About the Opportunity

We value positive, self-motivated professionals who enjoy a supportive and collaborative work environment. We encourage personal growth and contribution, and offer a range of opportunities for professional development.

Key Responsibilities:

  • Providing administrative support to the finance team
  • Maintaining accurate and up-to-date client records
  • Assisting with research and analysis of financial data
  • Developing and implementing efficient administrative processes
  • Collaborating with the finance team to achieve business objectives

Required Skills:

  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills
  • Advanced computer literacy and proficiency in Microsoft Office
  • Ability to maintain confidentiality and handle sensitive information
  • Flexibility and adaptability in a fast-paced environment

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A supportive and collaborative work environment
  • The opportunity to work with a dynamic and forward-thinking team

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