Senior Financial Planning Administrator

Butler; Ballarat; On-site; AUD 65,000 - 85,000; Full time

Job summary

Butler Private Pty Ltd in Ballarat, VIC, is seeking a Senior Financial Planning Administrator to support advisers with financial plan preparation, documentation, and compliance checks.

This full-time, on-site role focuses on client file management, processing applications and rollovers, coordinating reviews, and preparing reports and correspondence. You will liaise with clients and product providers and help maintain high service standards.

Qualifications

• Strong financial planning and finance knowledge, with experience supporting advisers in a regulated environment.
• Advanced analytical skills to interpret financial data, prepare reports, and support decision-making.
• Effective communication skills for interacting with clients, advisers, and external stakeholders in a clear and professional manner.
• Solid accounting awareness to assist with accurate documentation, reconciliations, and record-keeping.
• Previous experience in financial planning administration or related financial services roles.
• Understanding of compliance requirements and industry regulations relevant to financial advice.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities efficiently.
• Proficiency in financial planning software, CRM systems, and standard office applications.
• Relevant qualifications in finance, financial planning, business, or a related discipline are highly regarded.

Responsibilities

• Prepare and implement financial plans, including documentation and compliance checks.
• Manage client records, processing applications and rollovers.
• Coordinate reviews and prepare reports and correspondence.
• Liaise with clients and product providers, schedule appointments.
• Contribute to continuous improvement of processes and service delivery.

Skills

Financial planning

Analytical skills

Communication

Accounting awareness

Regulatory environment

Organizational skills

Financial software

CRM systems

Office software

Education

Finance or related degree

Tools

Financial planning software

CRM systems

Microsoft Office

Job description

Company Description

Butler is a financial advice firm that partners with business owners to grow and protect family wealth, support financial independence, and build intergenerational legacies. The firm is known for proactive, client-focused service that aims to exceed expectations. Butler Private operates as a full-service financial planning business, supporting a holistic approach to client needs and long-term strategies. Butler Private Pty Ltd is a Corporate Authorised Representative of Capstone Financial Planning Pty Ltd, providing a regulated and professional framework for advice and services.

Role Description

The Senior Financial Planning Administrator is a full-time, on-site role based in Ballarat, VIC. This role supports financial advisers with the preparation and implementation of financial plans, including documentation, compliance checks, and client file management. Daily activities include managing client records, processing applications and rollovers, coordinating reviews, and preparing reports and correspondence. The position also involves liaising with clients and product providers, scheduling appointments, and ensuring all administrative processes meet regulatory and internal standards. The Senior Financial Planning Administrator contributes to continuous improvement of processes and supports a high level of service delivery across the business.

Qualifications

• Strong financial planning and finance knowledge, with experience supporting advisers in a regulated environment.
• Advanced analytical skills to interpret financial data, prepare reports, and support decision-making.
• Effective communication skills for interacting with clients, advisers, and external stakeholders in a clear and professional manner.
• Solid accounting awareness to assist with accurate documentation, reconciliations, and record-keeping.
• Previous experience in financial planning administration or related financial services roles.
• Understanding of compliance requirements and industry regulations relevant to financial advice.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities efficiently.
• Proficiency in financial planning software, CRM systems, and standard office applications.
• Relevant qualifications in finance, financial planning, business, or a related discipline are highly regarded.