Strategic FP&A Manager (Part-Time) - Planning Admin

The Living Company; Sydney; On-site; AUD 34,000 - 48,000; Part time

Job summary

The Living Company on the beautiful Northern Beaches of Sydney is seeking a part-time Financial Planning Administration Support for a 12-month contract. The role involves client care and back-office support for our Financial Planning and Administration teams, with potential to extend or progress.

It is based on a flexible schedule across 4 or 5 days. You will manage client appointments, LOA checks, data updates in XPLAN, insurance details and file processing to ensure smooth service for

Responsibilities

• Coordinate the booking of client appointments for financial advisers.
• Check LOA validity, update and process.
• Source external super fund information.
• XPLAN – Update and check feeds are set up.
• Forward insurance details to relevant staff.
• Check required ID is current and update.
• Check Binding Death Nomination is current for Asgard/Mason Stevens.
• Post appointment: Update XPLAN with any changes to Fact Find.
• Add/check next review date.
• Prepare/send Fact Find for signing if required.
• Scan, send and action any mail.
• Binding documents and other

Job description

The Living Company on the beautiful Northern Beaches of Sydney is seeking a part-time Financial Planning Administration Support for a 12-month contract. The role involves client care and back-office support for our Financial Planning and Administration teams, with potential to extend or progress.

It is based on a flexible schedule across 4 or 5 days. You will manage client appointments, LOA checks, data updates in XPLAN, insurance details and file processing to ensure smooth service for