Administration Assistant - Financial Planning
Job No:
RS270198
Location:
Cleveland
- EARN $65,000 – $70,000 + Super | Negotiable Based on Experience
- Join an Established, Respected Financial Planning Firm
- Full-Time Role with Flexible Hours | Immediate Start Available
About The Company
Our client is a trusted and long-standing financial planning firm based in central Cleveland, established in 1999. They provide tailored advice and solutions across all areas of financial planning, superannuation, retirement strategies, and personal risk insurance.
Their success is built on a foundation of integrity, client care, and teamwork — with a culture that recognises their employees as their greatest asset. They take pride in delivering exceptional service, fostering professional growth, and maintaining a supportive, friendly environment.
About The Opportunity
Due to the recent restructuring of their financial planning and insurance business, they are now looking for a Financial Planning Administration Assistant to join their company in Cleveland, QLD. The interviews will commence towards the end of November, with the successful candidate starting in January.
Reporting to the Director, some of your responsibilities will include:
- Diary management for the advisor
- Answering incoming calls and emails from clients and professional contacts
- Liaise with fund managers and internal departments to resolve client queries
- Contact clients to arrange meetings and prepare meeting packs
- Preparation of advice documents
- Implementing client recommendations
- Administration of database and client portfolios
- Assisting with client seminars, general housekeeping and office duties
About You
The successful candidate will have:
- Previous experience in a similar administration-based role
- Experience or knowledge of the Financial Planning industry and Adviser Logic (desirable)
- Strong computer skills, including MS Office
- Excellent communication skills with the ability to write documents and letters
- Strong time management with the ability to multitask and prioritise
- The ability to work autonomously as well as within a small team
- A can-do positive attitude
What's in it for You?
- Join an Established & Well-Respected Firm
- Focus on Providing Excellence to their Customers
- Enjoy a Relaxed, Friendly Work Environment
- Modern Office in Central Cleveland Location
- Small Supportive Team with a Great Culture
- Full-Time Role with Potential for Flexible Hours
- Opportunities for Growth & Career Progression
- Immediate Start for the Right Candidate
Apply today and don't miss out on starting this opportunity as soon as possible!
