Financial Services – Administration Assistant
vor 4 Wochen
Financial Services – Administration Assistant / Client Relations Ideal role for a Graduate or Junior Professional looking to build a career in Financial Planning Full training provided with the potential to progress into Paraplanning and Financial Planner roles for the right candidate Be part of an expanding boutique financial planning business with a focus on personalised service in a great office location Your New Company
The Wealth Connection has been successfully operating for 10 years and is growing rapidly.
We are a boutique financial services firm providing top-tier Financial Advice, Lending Solutions, and Wealth and Risk Protection to a select group of clients.
Founded by young and driven professionals, our Austinmer-based firm expanded into Canberra in 2016 and Milton in 2023, with further plans for growth.
This is an exciting time to join the team as we build our business and client base, providing the opportunity for you to grow your career in financial planning alongside us.
Your New Role
In this role, you'll be supporting a busy Financial Advisory team, with the opportunity to progress into Paraplanning and eventually Financial Planning roles.
You'll be involved in:
Learning the fundamentals of financial planning, advice, and client servicing Assisting with systems administration and client file management Supporting the preparation of client reviews and financial advice documents Liaising with clients and professionals in conjunction with the Client Relations and Operations Manager Assisting with the administration and operational support of our Milton and Canberra offices This is a fantastic opportunity for someone looking to start their career in financial planning and grow with a boutique business that values personal development and client relationships.
What You'll Need to Succeed
To succeed in this role, you'll need strong communication skills, attention to detail, and a passion for learning.
We're looking for someone who is eager to build a long-term career in financial planning and who is comfortable working in a dynamic, team-oriented environment.
Ideally, you will have a degree in finance or a related field, or relevant industry experience, and a desire to progress into advisory roles over time.
You should be a self-starter who can manage your workload efficiently and take initiative in supporting both the advisory team and clients.
What You'll Get in Return
This is a rare opportunity to join a boutique financial planning firm at a time of growth, where you can learn the ins and outs of the industry and gain hands-on experience.
Based in Austinmer, you'll work in a modern, stylish office in a prime location close to the beach and local cafes.
You'll benefit from:
Clear career progression from client services to Paraplanning and Financial Planner roles Regular salary reviews as you develop your skills Flexible working arrangements (subject to business needs) A supportive team that values personal and professional development What Next
If you're interested in starting a rewarding career in financial planning and would like to grow with a boutique firm, please send your CV and a cover letter outlining why you're the right fit for the role.
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