Financial Planning Assistant

2 weeks ago

Docklands, Victoria, Australia Insignia Financial Ltd Full time $60,000 - $80,000 per year
Company description:

Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services

Job description:
  • Be part of a team and culture that values people
  • Excellent opportunity to add value in this influential role
  • Based in Collins Street, Permanent Full Time Opportunity

Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.

The opportunity to join our team

We are currently on the lookout for a self-motivated and enthusiastic Financial Planning Assistant to provide professional administrative support to the wealth management activities of the business. In this client facing role, you'll be working closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests.

This role also includes administrative support for the PWA's, including, scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks. On top of the above, you'll also liaise with key stakeholders to ensure all client tasks are completed within set time frames - so if you like what you've read so far, we'd love to hear from you.

What we are looking for in a successful candidate

Ideally, you have previous experience in a similar role within the financial service or a related industry and if you have completed or be studying relevant qualifications in Business/Commerce, Diploma of Financial Planning and/or RG146 Compliance it would help put your application ahead of the rest. A seasoned professional, you're hard working, resilient and committed to delivering positive outcomes for clients and colleagues.

Secondly, you're proficient in using the Microsoft Office suite and previous expertise with XPLAN software it would be a bonus. Lastly, at Shadforth we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and strong attention to detail will really help you hit the ground running in this actioned packed role.
To Apply

Read more about why you should join our team

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

  • Planning Manager

    2 weeks ago

    Docklands, Victoria, Australia MYER Full time $90,000 - $120,000 per year

    From humble beginnings in downtown Bendigo to supporting Australian communities far and wide- Myer has always been a special place, transcending beyond just a place to work.Myer is a place for finding life-long friendships, a safe space with a big heart. Here, you're encouraged to be yourself, share your ideas and are entrusted to deliver your very best....

  • Planning Manager

    2 weeks ago

    Docklands, Victoria, Australia Myer Full time $90,000 - $120,000 per year

    Job no: 943787Work type: Permanent / Full timeLocation: Support Office - DocklandsFrom humble beginnings in downtown Bendigo to supporting Australian communities far and wide- Myer has always been a special place, transcending beyond just a place to work.Myer is a place for finding life-long friendships, a safe space with a big heart. Here, you're encouraged...

  • Senior Change Manager

    2 weeks ago

    Docklands, Victoria, Australia Insignia Financial Full time $90,000 - $120,000 per year

    Make your move. Make your markMake a difference, make it meaningfulMax term position in Melbourne or Sydney – 12 monthsThe opportunity to join our teamWe're looking for a hands-on Senior Change Manager to join our Enterprise Change team in a max term role. This isn't narrow,it's broad, strategic, and focused on driving large-scale, enterprise-wide...

  • Delivery Manager

    13 hours ago

    Docklands, Victoria, Australia Insignia Financial Full time $80,000 - $120,000 per year

    Delivery ManagerLocation:MELBOURNE, VIC, AU, 3008Employment Type: Permanent Full TimeOwn the delivery of high-impact data initiatives across multiple squadsWork at the centre of tech, data and business to drive change that sticksStep beyond classic project management into a role with real scope and influenceThe Opportunity to Join Our TeamWe're building a...

  • Senior Practice Support Officer

    1 week ago

    Docklands, Victoria, Australia Insignia Financial Full time $90,000 - $120,000 per year

    Join a leading Wealth Management, advice-led organisationMelbourne BasedMax Term til July 2026 Full Time OpportunityThe opportunity to join our teamWe're seeking a proactive and client-focused Senior Practice Support Officer to deliver high-quality advice administration and support services. Working closely with advisers, paraplanners, and clients, you'll...

  • Senior Practice Support Officer

    2 weeks ago

    Docklands, Victoria, Australia Insignia Financial Full time $90,000 - $120,000 per year

    Senior Practice Support OfficerLocation:MELBOURNE, VIC, AU, 3008Employment Type: Max Term Full TimeJoin a leading Wealth Management, advice-led organisationMelbourne BasedMax Term til July 2026 Full Time OpportunityThe opportunity to join our teamWe're seeking a proactive and client-focused Senior Practice Support Officer to deliver high-quality advice...

  • Software Engineer

    2 weeks ago

    Docklands, Victoria, Australia Insignia Financial Full time $90,000 - $120,000 per year

    Contribute to a high-impact technology initiative within the Wealth domainLocation agnostic12-Month Max-term contractThe opportunity to join our teamWe're looking for a skilled Software Engineer to join our Advice Technology team on a 12-month max-term contract. You'll be working on Wealth Central, a digital client engagement system used across all advice...

  • Accounts Officer

    2 weeks ago

    Docklands, Victoria, Australia Insignia Financial Full time $104,000 - $130,878 per year

    Max Term role until June 2026Location: Hobart or SydneyHybrid working arrangementAbout the RoleThe Accounts Payable Officer plays a critical role in supporting the financial operations of the business by ensuring the accurate and timely processing of accounts payable transactions. This position provides essential financial and administrative support to...

  • Product Analyst, Wrap Platform

    2 weeks ago

    Docklands, Victoria, Australia Insignia Financial Full time $104,000 - $130,878 per year

    Product Analyst, Wrap PlatformLocation:MELBOURNE, VIC, AU, 3008Employment Type: Max Term Full TimeWork within Wrap Platform Product Management12 Month Max TermMelbourne LocationThe opportunity to join our teamGreat opportunity to join our Wrap space during a period of growth. We are currently looking for a Product Analyst to work alongside the Product...

  • Marketing Enablement

    2 weeks ago

    Docklands, Victoria, Australia Insignia Financial Full time $90,000 - $120,000 per year

    Lead the charge in rolling out Adobe Workfront and transforming how marketing work gets doneStreamline, optimise, and scale - driving visibility, efficiency, and collaboration across execution teamsPermanent full-time position, based in Sydney or MelbourneThe opportunity to join our teamWe're looking for a Marketing Enablement & Delivery Manager to lead the...