Financial Planning Assistant

3 days ago

Carnegie, Victoria, Australia Partners in Planning Full time $45,000 - $60,000 per year

Join Our Team at PIP

Are you ready to embark on an exciting journey with a fairly young at heart and dynamic suburban financial planning company? Look no further PIP is on the hunt for an energetic and motivated Administration Person to be a key player in our innovative firm.

Position: Administration Person Location: Carnegie Head office PIP Financial Planning

About Us: At PIP Financial Planning, we're not your average financial company, Yes everyone says that but we ACTUALLY mean it . We're a team of passionate professionals who believe in making financial planning accessible, exciting, and effective for everyone. Our fresh and innovative approach sets us apart, and we're on the lookout for an Administration Person to help us continue our journey of growth and success.

What We're Looking For: Are you someone who loves to have a laugh while working hard? Do you thrive in a collaborative team environment? Are you eager to be a part of something innovative and transformative? If you answered "yes" to these questions, you might just be the perfect fit for us

Key Responsibilities:

  • Preparing Reviews for Clients
  • Provide top-notch administrative support to our financial planning team.
  • Lodging Applications for Superannuation
  • Liaising with Investment companies

Requirements:

  • A positive and outgoing personality with a good sense of humor.
  • Strong interpersonal and communication skills.
  • Ability to work collaboratively as part of a team.
  • Highly organised and detail oriented.
  • Proficiency in basic office software and tools.
  • Enthusiasm for learning about the financial planning industry (previous experience in finance is a plus but not required).

What We Offer:

  • A fun and dynamic work environment that encourages creativity and growth.
  • Opportunity to be a part of an innovative company that's changing the financial planning landscape.
  • Competitive compensation package.
  • Plenty of onsite parking for your convenience.
  • Office culture that values work-life balance and personal well-being.
  • Access to ongoing training and development opportunities.
  • Regular team outings, social events, and celebrations.
  • Did we mention delicious snacks and food options?
  • Lunches every Wednesday.
  • The best coffee machine in Carnegie

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