Financial Administrator

GWG Recruitment; Newcastle; On-site; AUD 65,000 - 85,000; Full time

Job summary

McGregor & McGregor in Adamstown, NSW, is seeking a Senior Administrator to provide structured administrative support within the Financial Planning division. You will help manage documentation, client communications and scheduling, acting as the organisational backbone of the team.

Working with a Financial Planner, you will ensure compliant processes, maintain client records in XPLAN, and seek ways to improve service delivery while delivering a high-quality client experience.

Qualifications

• 3+ years administration experience in a professional office environment.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent communication and relationship-building skills, with a client-service focus.
• Autonomous worker who contributes positively to a close-knit team.
• Willingness to learn and improve processes in financial services.

Responsibilities

• Preparing and processing documentation for client reviews, investments, financial advice and insurance applications.
• Coordinating client appointments, review schedules and ongoing workflow.
• Preparing and managing ongoing service agreements and associated documentation.
• Liaising with clients, superannuation funds, insurers and financial product providers.
• Entering and maintaining accurate client information within XPLAN to support advice preparation.
• Maintaining compliant, accurate and up-to-date client records.
• Providing general administrative support and identifying opportunities to improve processes and client service.

Skills

Organisational skills

Communication

Relationship-building

Attention to detail

Tools

XPLAN

Job description

GWG is proudly partnering with McGregor & McGregor to recruit an experienced and highly organised Senior Administrator to join their Financial Planning division in Adamstown.

This is a fantastic opportunity for someone who enjoys building strong client relationships, takes pride in delivering quality administrative support and thrives in a professional, collaborative environment.

The Organisation

Established in 1928, McGregor & McGregor is one of Newcastle's longest-standing private accounting practices, offering Chartered Accounting and Financial Planning services to a diverse client base.

With a reputation built on personalised service, trusted advice and long-standing client relationships, the firm prides itself on understanding each client's individual circumstances and helping them achieve their financial goals.

The Role

Working directly with an experienced Financial Planner, you will be the organisational backbone of the financial planning function, ensuring client appointments, documentation, compliance and administration processes run smoothly.

This is a varied and hands-on position where your ability to stay organised, manage competing priorities and deliver a positive client experience will be highly valued.

Your responsibilities will include:

• Preparing and processing documentation for client reviews, investments, financial advice and insurance applications.
• Coordinating client appointments, review schedules and ongoing workflow.
• Preparing and managing ongoing service agreements and associated documentation.
• Liaising with clients, superannuation funds, insurers and financial product providers.
• Entering and maintaining accurate client information within XPLAN to support advice preparation.
• Maintaining compliant, accurate and up-to-date client records.
• Providing general administrative support and identifying opportunities to improve processes and client service.

GWG is proudly partnering with McGregor & McGregor to recruit an experienced and highly organised Senior Administrator to join their Financial Planning division in Adamstown.

This is a fantastic opportunity for someone who enjoys building strong client relationships, takes pride in delivering quality administrative support and thrives in a professional, collaborative environment.

The Organisation

Established in 1928, McGregor & McGregor is one of Newcastle's longest-standing private accounting practices, offering Chartered Accounting and Financial Planning services to a diverse client base.

With a reputation built on personalised service, trusted advice and long-standing client relationships, the firm prides itself on understanding each client's individual circumstances and helping them achieve their financial goals.

The Role

Working directly with an experienced Financial Planner, you will be the organisational backbone of the financial planning function, ensuring client appointments, documentation, compliance and administration processes run smoothly.

This is a varied and hands-on position where your ability to stay organised, manage competing priorities and deliver a positive client experience will be highly valued.

Your responsibilities will include:

• Preparing and processing documentation for client reviews, investments, financial advice and insurance applications.
• Coordinating client appointments, review schedules and ongoing workflow.
• Preparing and managing ongoing service agreements and associated documentation.
• Liaising with clients, superannuation funds, insurers and financial product providers.
• Entering and maintaining accurate client information within XPLAN to support advice preparation.
• Maintaining compliant, accurate and up-to-date client records.
• Providing general administrative support and identifying opportunities to improve processes and client service.

About You

We are seeking a friendly, proactive and detail-oriented administrator who enjoys working with people, values accuracy and takes pride in keeping things organised and running efficiently.

Ideally, you will bring:

• 3 + years' administration experience within a professional office environment, ideally financial planning, accounting or professional services.
• Strong organisational skills, attention to detail and the ability to confidently manage multiple priorities.
• Excellent communication and relationship-building skills, with a genuine passion for client service.
• Confidence working autonomously while contributing positively to a close-knit team.
• A proactive approach, willingness to learn and an interest in improving processes.

While previous financial planning administration experience would be advantageous, we also welcome applications from experienced administrators with transferable skills and an interest in developing their career within financial services.

For those interested, this opportunity may also provide a valuable pathway towards a future career in financial planning.