Senior Financial Services Administrator

1 week ago


Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $65,000

Financial Planning Role

This is an exceptional opportunity to join a team of professionals in the financial planning sector. As an experienced Adviser Assistant, you will play a vital role in providing end-to-end administrative support to Senior Financial Planners and Associates.

Your responsibilities will include:

  • Preparing documentation for client meetings
  • Maintaining files and database records
  • Managing client appointments
  • Assisting in research and development of technical strategy
  • Preparing review paperwork for Planner/client review meeting
  • Creating and entering file notes onto Xplan
  • Preparation of Records of Advice (RoA)
  • Obtaining insurance quotes, liaising with Fund Managers

You will be the first point of contact for clients, assisting with inquiries while communicating with key stakeholders. In addition, your role will involve:

  • Building and maintaining effective relationships with clients and stakeholders
  • Prioritizing and scheduling work activities in a busy environment
  • Excellent written and oral communication skills with a high attention to detail

To succeed in this role, you will need:

  • Experience with Microsoft Office Suite and ideally Xplan
  • A relevant Tertiary qualification within Financial Planning or a Finance Discipline

We offer a dynamic work environment with ongoing training and opportunities for career advancement. This is a full-time, permanent position with a competitive salary and benefits package.



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