Experienced Financial Planning Assistant Wanted

3 days ago

Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $80,000 - $100,000
Senior Financial Planning Assistant

This is an excellent opportunity for an experienced financial planning assistant to join a successful, well-established business that offers holistic solutions to a client base of affluent individuals and families.

The ideal candidate will have 3+ years of experience in a similar role, dealing with complex advice scenarios involving multiple entities. They will be highly organized, have strong attention to detail, and be able to work effectively as part of a team.

  • Review and implement financial advice strategies
  • Complete research and product comparisons for plans
  • Generate reports and recommendations for clients
  • Liaise with financial advisers and administrative support
Key Requirements
  • 3+ years of experience in financial planning
  • Relevant qualifications or working towards them
  • Experience working with trusts, companies, and SMSFs
  • Xplan and Xtools experience
About the Role

This is a key position within our business, supporting a team of experienced financial advisers. We are looking for someone who is eager to learn, has a strong work ethic, and is committed to delivering high-quality results.

We offer a competitive salary package, commensurate with experience, and a supportive work environment. If you are passionate about financial planning and want to take your career to the next level, please apply.

We welcome applications from qualified candidates. Please submit your resume and cover letter for consideration.

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