Financial Planning Assistant

Australian Financial Planning Group; Hervey Bay; Sur place; AUD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Birthday leave

Annual conference

Employee Share Plan

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Client service

Communication

Interpersonal skills

Time management

Attention to detail

Formation

Business-related Degree or Graduate Diploma

Description du poste

At Australian Financial Planning Group, we’re a well-established and growing advisory firm, passionate about helping our clients make confident, informed decisions about their financial future. We pride ourselves on delivering tailored financial planning solutions to clients from all walks of life, from those building their wealth through to sophisticated investors and retirees.

At the heart of our business is a genuine commitment to empowering both our clients and our team members to achieve their full potential. Our culture is professional, supportive, and built on long-term relationships, excellence, and continuous growth.

About the Role

An exciting opportunity is now available for a Financial Planning Assistant to join our high-performing team. This role is ideal for someone who is passionate about client service and enjoys working closely with our Financial Advisers to ensure exceptional outcomes for every client.

You will play a critical role in supporting Adviser workflows, managing day-to-day administration, and acting as a trusted point of contact for our clients.

Key Responsibilities

• 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

What’s On Offer at AFPG

• A friendly, supportive environment with ongoing training and development
• Birthday leave policy: never work on your birthday again
• Annual company-wide conference
• Meaningful work where your contribution is valued and recognised
• Access to the AFPG Employee Share Plan

About You

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

Desirable Qualifications

• Business-related Degree or Graduate Diploma