Financial Planning Support Specialist

5 days ago


North Geelong, Victoria, Australia Findex Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Support Specialist to join our team at Findex. As a key member of our Financial Planning team, you will play a critical role in ensuring the smooth operation of our client services.

Key Responsibilities:

  • Develop and maintain strong relationships with clients and external parties.
  • Coordinate the workflow of our team to ensure timely and efficient delivery of services.
  • Provide administrative support to our Advisers, including coordination of meetings and events.
  • Work closely with our Team Leader to achieve the goals and objectives of the team.

Requirements:

  • Proven experience in a similar role, with a strong understanding of the financial planning process.
  • Advanced knowledge of financial planning software and systems.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and prioritize multiple tasks.

About Findex:

Findex is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional client outcomes and providing a supportive and inclusive work environment for our employees.



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