Client-Focused Financial Planning Assistant

Australian Financial Planning Group; Hervey Bay; Vor Ort; AUD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Birthday leave

Annual conference

Employee Share Plan

Zusammenfassung

Australian Financial Planning Group is seeking a Financial Planning Assistant to support advisers, manage day-to-day client service tasks, and maintain smooth admin workflows. You will be the trusted client contact, helping with opt-ins, reviews, and diary management, ensuring timely delivery of quality financial planning outcomes.

The role suits someone with 2+ years in a similar field, a commitment to exceptional service, and strong communication and organizational skills.

Qualifikationen

• Minimum of 2+ years’ experience in a similar Financial Planning Assistant or advice support role.
• Genuine commitment to providing exceptional client service.
• Strong communication and interpersonal skills.
• Excellent time-management and organisational capability.
• High level of attention to detail.

Aufgaben

• Acting as the first point of contact for clients and managing day-to-day enquiries.
• Supporting Advisers and building strong relationships with internal and external stakeholders.
• Working collaboratively with Advisers, Paraplanners, and support teams to ensure quality advice and outstanding client outcomes.
• Coordinating client opt-ins, review cycles, and ongoing workflows.
• Taking ownership of administrative support functions including proofing documents, meeting preparation, and follow-up.
• Managing and coordinating Adviser diaries.
• Greeting clients on arrival and answering and directing incoming calls.

Kenntnisse

Client service

Communication

Interpersonal skills

Time management

Attention to detail

Ausbildung

Business-related Degree or Graduate Diploma

Jobbeschreibung

Australian Financial Planning Group is seeking a Financial Planning Assistant to support advisers, manage day-to-day client service tasks, and maintain smooth admin workflows. You will be the trusted client contact, helping with opt-ins, reviews, and diary management, ensuring timely delivery of quality financial planning outcomes.

The role suits someone with 2+ years in a similar field, a commitment to exceptional service, and strong communication and organizational skills.