Financial Planning Assistant

2 days ago

Caboolture, Queensland, Australia Best Life Financial Planning Pty Ltd Full time $40,000 - $60,000 per year
About Us

At Best Life Financial Planning, we're a family-run business dedicated to helping everyday Australians achieve their goals and live their best lives. We value integrity, professionalism, and genuine care for our clients. Our team is close-knit, supportive, and passionate about making a positive impact in people's lives.

We look at the big picture for every client. This starts with their goals, finances, family plans, cash flow, and what their future could look like. Our advice covers everything from superannuation and retirement planning to investments, personal insurance, and Centrelink support.

Currently, we have two Advisers, an Associate Adviser, and an Office Manager. We are looking for a reliable Financial Planning Assistant who is eager to grow professionally and help us manage and expand our business.

Attitude counts— No prior experience in financial services is required—recent graduates and those with admin backgrounds are encouraged to apply.

Why Join Us?

· Growth & Mentorship: You'll receive comprehensive training, ongoing support, and real opportunities to develop your skills.

· Career Pathways: We're committed to your long-term growth and want you to build your career with us.

· Inclusive Culture: We welcome diverse backgrounds and experiences—what matters most is your attitude, willingness to learn, and ability to build strong client relationships.

· Flexible Work Options: We offer both full-time and part-time roles, and are open to flexible arrangements, although this will be an office-based role.

What You'll Do

· Oversee and support general office administration

· Prepare for client meetings and provide post-meeting support

· Communicate with new and existing clients, building strong relationships

· Assist with applications (both paper and digital) and ensure smooth processes

· Conduct research using industry tools (like XPlan WealthSolver, Risk Researcher, XTools+)

· Help develop and edit advice documents

Full training and mentoring will be provided for all technical aspects of the role.

About You

· You're passionate about helping people and delivering great service

· You're detail-oriented, organized, and process-driven

· You're eager to learn and adapt to new systems and processes

· You have strong IT skills (experience with XPlan or MS Word is a plus, but not essential)

· You communicate clearly and work well both independently and in a team

· You're looking for a meaningful career, not just a job

How to Apply

Send your resume and a cover letter to with the subject line 'Financial Planning Assistant'.

In your cover letter, please consider:

· Why you want to work in financial planning

· Where you see your career in five years

· Any relevant skills or experience you bring

Only shortlisted candidates will be contacted. No recruitment agencies, thank you.

  • Administration Assistant

    2 weeks ago

    Caboolture, Queensland, Australia Wholesome Solutions Pty Ltd Full time $60,000 - $80,000 per year

    Join Our Supportive Admin Team – Administration Roles AvailableWholesome Solutions Pty Ltd is seeking two experienced and enthusiastic Administration Assistants to join our growing team — one in a full-time position and another in a flexible role (casual or potential part-time). Please outline your role preference in your cover letter.We're expanding our...

  • Patient Services Assistant

    7 days ago

    Caboolture, Queensland, Australia Job Details Full time $50,000 - $70,000 per year

    Patient Services AssistantJob No: JR107390 Caboolture Private Hospital Casual Nursing - Assistant, Clinical Support - Technician/OrderleyThe OpportunityWe are seeking dedicated and compassionate Patient Services Assistants (PSAs) to join our friendly team. We have a casual opportunity available, this role will see you supporting patients and clinical teams...

  • Warehouse Assistant

    2 weeks ago

    Caboolture, Queensland, Australia Taipan Pty Ltd Full time $40,000 - $60,000 per year

    Taipan is proud to be one of the top 10 hydraulic companies in Australia, and we're experiencing rapid growthWe currently have an opening in our Assembly team This is a Monday-Friday 40-hour work week position, working only daytime hours.If you're interested in something a little different and want a rewarding career in warehousing, apply now and see where...

  • Finance Manager – NDIS

    2 weeks ago

    Caboolture, Queensland, Australia SCMB Disability Supports Full time $100,000 - $120,000 per year

    SCMB Disability Supports is seeking an experienced, strategic and hands-on NDIS Finance Manager to join our professional staff on a full-time basis, leading and evolving our financial performance, implementing robust systems and processes, and providing insightful analysis to support organisational growth.Duties & responsibilities:Lead budgeting,...

  • Lifestyle Assistant

    1 week ago

    Caboolture, Queensland, Australia Regis Aged Care Full time $45,000 - $60,000 per year

    General informationPosition number Posted date14-Oct-2025Closed date14-Nov-2025DivisionResidential Aged CareBusiness unitNorthern OperationsOffice locationCabooltureDescription and requirementsContract Role until July hrs per fortnightMust be available to work weekday and some weekendsReal impact you can feel good aboutThere's something special about what we...

  • Hotel Services/ Catering Assistant

    7 days ago

    Caboolture, Queensland, Australia Job Details Full time $45,000 - $65,000 per year

    Hotel Services/ Catering AssistantJob No: JR107209 Caboolture Private Hospital Casual Catering/Food Services, Environmental Services - Cleaner/LaundryWe are seeking a motivated Hotel Services/ Catering Assistant to join our supportive and dynamic team at Caboolture Private Hospital. In this role, you will play an important part in maintaining a safe, clean,...

  • Hotel Services/ Catering Assistant

    5 days ago

    Caboolture, Queensland, Australia Job Details Full time $45,000 - $65,000 per year

    Hotel Services/ Catering AssistantJob No: JR107209 Caboolture Private Hospital Casual Administration/Support Services, Catering/Food Services, Environmental Services - Cleaner/LaundryWe are seeking a motivated Hotel Services/ Catering Assistant to join our supportive and dynamic team at Caboolture Private Hospital. In this role, you will play an important...

  • Assistant Store Manager

    1 day ago

    Caboolture, Queensland, Australia Coles Liquor Full time $60,000 - $90,000 per year

    At Liquorland, every day offers new challenges and opportunities as you lead our team in offering diverse local and imported brands. Step into a leadership role where you shape memorable customer experiences and connect with your community's key moments—both big and small.About The RolePart-time 32 hours per weekCan you tell an Ale from a Lager, or a...

  • Civil Site Engineers

    1 day ago

    Caboolture, Queensland, Australia SEE Group Full time $90,000 - $120,000 per year

    The OpportunityDue to continued growth, SEE Civil is looking for Site Engineers to join our Urban Development team on a range of subdivision projects across the Moreton Bay region. You will be responsible for providing advice in the planning, coordination and supervision of technical aspects of our construction projects. You will be responsible for...

  • Foreperson, Plumbing

    1 day ago

    Caboolture, Queensland, Australia 4c1a8414-13b0-44fa-be0d-bd92956ccefa Full time $80,000 - $120,000 per year

    QBuild is a commercialised business unit of the Queensland Government.  It has been Queensland Government's builder for over 160 years, playing an important role in communities across the state by building and maintaining government-owned assets such as schools, social housing, police stations and correctional and health facilities.About the role:You will...