Financial Planning Assistant

Fitzroy Financial Advice Pty Ltd; Rockhampton Regional; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Supportive workplace culture

Dedicated team of professionals

Ongoing training and development

Job summary

Fitzroy Financial Advice Pty Ltd in Rockhampton, QLD is seeking a Financial Planning Assistant to support our financial planners and client service team on a full-time or part-time basis. This role focuses on delivering organised administrative support and ensuring smooth day-to-day operations.

You will handle scheduling, client files, document processing, and CRM data entry while upholding regulatory standards and professional service.

Qualifications

• Experience in administrative or customer service roles in a professional setting.
• Strong organisational and time-management abilities with the capacity to prioritise multiple tasks.
• Excellent written and verbal communication in a professional manner.
• Proficiency with Microsoft Office and general IT skills; CRM experience is desirable.

Responsibilities

• Provide administrative support to financial planners, including scheduling appointments and managing calendars.
• Deliver outstanding customer service via phone, email and in person, addressing inquiries and resolving issues.
• Prepare and maintain client files and documentation in line with regulatory and company procedures.
• Process client requests, applications and financial documents accurately and efficiently.
• Enter and maintain data in client management systems and databases.

Skills

Administrative support

Customer service

Organisational skills

Communication

Microsoft Office

Tools

CRM X-Plan

Job description

Fitzroy Financial Advice Pty Ltd – Rockhampton QLD

Fitzroy Financial Advice Pty Ltd is a dedicated financial advisory firm committed to providing comprehensive financial planning and advice to our clients. We pride ourselves on building long-term relationships with our customers through personalised service, professional expertise, and a commitment to understanding their financial goals. Our team works collaboratively to deliver outstanding results and maintain the highest standards of professionalism and integrity in everything we do.

About the role

We are seeking a talented and organised Financial Planning Assistant to join our team in Rockhampton, QLD on a full-time or part-time basis. This is a multifaceted position that sits at the heart of our operations, providing essential support to our financial planners whilst delivering exceptional customer service to our clients. You will play a crucial role in ensuring the smooth running of our office and contribute directly to the success of our financial planning services. This role offers the opportunity to work in a professional environment where attention to detail and customer-focused service are highly valued.

Key responsibilities

• Provide comprehensive administrative support to financial planners, including scheduling appointments, managing calendars and coordinating client meetings
• Deliver outstanding customer service to clients via telephone, email and in person, responding promptly to enquiries and resolving issues professionally
• Prepare and maintain client files, documentation and records in accordance with regulatory requirements and company procedures
• Process client requests, applications and financial documents accurately and efficiently
• Data entry and maintenance of client management systems and databases
• Coordinate and organise meetings, events and client communications
• Support the financial planning team with document preparation, proofreading and distribution
• Handle general office administration including mail management, filing and office supplies ordering
• Assist with compliance-related tasks and ensure adherence to financial services regulations
• Perform additional duties as required to support the smooth operation of the business

What we're looking for

• Proven experience in an administrative, customer service or similar support role within a professional environment
• Strong organisational and time management skills with the ability to prioritise multiple tasks
• Excellent written and verbal communication skills with a professional demeanour
• Proficiency in Microsoft Office applications (Word, Excel, Outlook) and general IT competency
• A genuine commitment to providing exceptional customer service
• Attention to detail and accuracy in all aspects of work
• Ability to work both independently and as part of a collaborative team
• Reliability, discretion and professional integrity when handling sensitive client information
• Customer relationship management (CRM, X-Plan) system experience is desirable
• Knowledge of financial services or the financial planning industry is advantageous but not essential
• A willingness to learn and develop within a professional services environment

What we offer

• A supportive and professional workplace culture where your contributions are valued and recognised
• Opportunity to work with a dedicated team of financial professionals
• Ongoing training and development to enhance your skills and knowledge