Financial Planning Assistant | Client-Facing Admin Pro

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 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.