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Financial Planning Coordinator

1 month ago

Brisbane, Queensland, Australia Fuse Recruitment Full time

Fuse Recruitment specialises in recruitment for the insurance and wealth management industries. Our clients are seeking a skilled Financial Planning Coordinator to join their team in Brisbane CBD.

The successful candidate will be responsible for providing technical and administrative support to a financial adviser, reviewing SOA's, ROA's, recording, implementing and delivering advice, as well as completing reports, modelling and compliance documents. They will engage with a range of clients, provide support and manage enquiries, work to deadlines with a high level of accuracy, attention to detail, and ability to prioritise, and follow policies, processes and service standards to ensure legislative compliance is upheld.

We are looking for someone with experience as a Client Service Officer or Paraplanner with knowledge across a range of strategies, a thorough understanding of financial planning regulations and compliance, with a strong attention to detail, client-focused and motivated to provide exceptional service, self-starting and able to work autonomously, strong communication and customer service skills, and a positive, friendly attitude.

This role offers an attractive salary package of $65,000 - $80,000 per annum, depending on experience, and permanent position close to public transport, with flexible arrangements after initial period. You will also enjoy being part of a team and contributing to a positive culture, as well as managing your role autonomously.

Key responsibilities include: