Financial Planning Admin & Client Care (12‑Month Contract)

Roundtree Search; Sydney; On-site; AUD 39,000 - 55,000; Part time

Job summary

BJAK is seeking a Financial Planning Administration Support on a part-time basis at our Northern Beaches location. The role is a 12-month contract with potential extension, providing client care to Investment and Superannuation clients and back-office support to the Financial Planning teams.

Responsibilities include coordinating appointments, LOA checks and processing, data gathering, and ensuring compliance while supporting advisers and platforms. Prior experience with XPLAN is preferred.

Qualifications

• High degree of flexibility and excellent multitasking ability.
• Proficiency with office applications and aptitude for learning new software and systems.
• Ability to maintain confidentiality of company information.
• Demonstrate teamwork and build customer and stakeholder relationships.
• Excellent communication and documentation skills.
• Experience using XPLAN preferred but not essential.

Responsibilities

• Coordinate the booking of client appointments for financial advisers.
• Check LOA validity, update and process LOAs as required.
• Source external super fund information.
• Update feeds in XPLAN and ensure accuracy of data.
• Forward insurance details to relevant staff and update IDs.
• Check Binding Death Nomination status for Asgard/Mason Stevens.
• Update client records and notes in XPLAN including reviews.
• Prepare, send and process Ongoing Service Agreements and Fee Consents.
• Liaise with adviser, client and platform to ensure smooth implementation of applications.
• Ensure compliance requirements are adhered to.

Skills

Flexibility

Multitasking

Office applications

Confidentiality

Teamwork

Relationship building

Communication

Tools

XPLAN

Job description

BJAK is seeking a Financial Planning Administration Support on a part-time basis at our Northern Beaches location. The role is a 12-month contract with potential extension, providing client care to Investment and Superannuation clients and back-office support to the Financial Planning teams.

Responsibilities include coordinating appointments, LOA checks and processing, data gathering, and ensuring compliance while supporting advisers and platforms. Prior experience with XPLAN is preferred.