Senior Administrator - Financial Planning

Job No: RS27911
Location: Sydney, CBD

  • EARN up to $63,000 pa (Negotiable Salary $45-55,000 + Super)

  • Privately-Owned Financial Advisory Firm Providing Excellent Services

  • Great Exposure to Ultra-High-Net-Worth Clients

  • Showcase Your Technical Skill and Problem Solving Ability

  • Ongoing Training & Support, Modern Central CBD Office


Our Client


Our client is a leading, privately-owned financial advisory firm providing excellent services to their clients nationally from their offices in Sydney.  They are known for having a team of highly qualified advisers, providing advice across Wealth Creation & Investment Strategies, Self-Managed Super, Retirement Planning, Debt & Risk Management, Estate Planning, Insurance, Mortgages and Lending as well as Taxation strategies.

The Opportunity

Our client is seeking a Financial Planner Support person to join their company in Sydney, CBD with the potential to earn $63,000 pa (Negotiable Salary $45-55,000 + Super).

The primary purpose of this position is to support the financial planner in looking after a number of key ultra-high net worth clients.

Reporting directly to the Financial Planner and Office Manager some of your responsibilities include:

  • All administrative processing & workflow management
  • Administration team coordination & project management
  • Direct point of contact for clients and fund managers and insurance companies
  • Assisting in preparation of advice documents
  • Implementation of advice in line with compliance requirements
  • Preparation for client meetings
  • Improvement of systems & processes & database maintenance
  • The opportunity to engage with clients that will assist in the progression of your career path in financial planning

To be considered for this position you must have at least one years experience in financial services, strong MS Office experience and be Degree Qualified (related fields will be given preference).  Experience in a similar role is highly preferred; being RG146 Compliant and having knowledge of Xplan would be an advantage.

Apply today and don't miss out starting this career defining opportunity as soon as possible.

 

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