Part-Time Financial Planning Admin & Client Care

Hr Partners; Sydney; Vor Ort; AUD 34.000 - 44.000; Teilzeit

Benefits dieser Stelle

On-site parking

Beautiful Northern Beaches location

Flexible 28 hrs/week

Zusammenfassung

Hr Partners in Sydney's Northern Beaches is seeking a part-time Financial Planning Administration Support to join a fast-growing firm. The role offers 28 hours per week with a 12-month contract, onsite parking, and potential for extension.

You will provide client care to Investment and Superannuation clients and deliver back-office support to the Financial Planning and Administration teams. Experience with XPLAN is preferred but not essential.

Qualifikationen

• Flexibility to manage multiple tasks and deadlines.
• Strong communication and documentation skills.
• Ability to maintain client confidentiality.
• Experience with financial planning software preferred.
• Attention to detail and accurate data entry.
• Team oriented with proactive problem solving.
• Ability to learn new systems quickly.
• Experience handling client care in financial services a plus.

Aufgaben

• Coordinate booking of client appointments for financial advisers.
• Pre-appointment preparation including LOA checks, data gathering, XPLAN feeds.
• Post-appointment updates to Fact Find and next review date; log notes.
• Scan, send and action mail and document preparation.
• Prepare and process ongoing service agreements and fee consents.
• Liaise with adviser, client and platforms to ensure smooth implementation.
• Ensure compliance requirements are adhered to.
• Update client policy details and personal information in XPLAN.
• Provide general administrative support and improve processes.
• Support flexibility as processes evolve.

Kenntnisse

Multitasking

Confidentiality

Communication

Teamwork

Relationship building

Attention to detail

XPLAN experience

Office software proficiency

Tools

XPLAN

Jobbeschreibung

Hr Partners in Sydney's Northern Beaches is seeking a part-time Financial Planning Administration Support to join a fast-growing firm. The role offers 28 hours per week with a 12-month contract, onsite parking, and potential for extension.

You will provide client care to Investment and Superannuation clients and deliver back-office support to the Financial Planning and Administration teams. Experience with XPLAN is preferred but not essential.