Client Services/Financial Planning Assistant
Vor 3 Tagen
Are you passionate about supporting clients on their financial journey?
Join a privately-owned, holistic financial services practice dedicated to helping individuals create, grow, and protect their wealth.
Unlike many firms, this practice operates independently of banks, fund managers, and insurance companies, ensuring personalized advice driven by the best interests of their clients.
With a long-standing commitment to exceptional customer service and ongoing client engagement, the team is now expanding due to increased business demand.
About the Role:Our client is seeking a Client Services professional to join their supportive and experienced team.
While full-time availability is preferred, they are open to considering a four-day work week for the right candidate.
Key Responsibilities:Assist in the preparation and implementation of Statements of Advice (SOAs) and Records of Advice (ROAs).Coordinate client review meetings and manage communication.Liaise with fund managers, platform providers, and insurers.Provide administrative and operational support to management.Conduct research and prepare documentation for financial planning.About You:To thrive in this role, you will have: Exceptional time management, organization, and attention to detail.Strong communication skills and a client-focused approach.Resilience, a proactive mindset, and a commitment to positive outcomes.Qualifications and Experience:Previous administrative experience in the financial services industry, ideally within financial planning.Familiarity with XPLAN is highly regarded.A Diploma of Financial Planning is advantageous but not essential.Proficiency with the Microsoft Office Suite.This is an exciting opportunity to join a team that values independence, expertise, and a client-first approach.
Apply now to make a difference in the lives of their valued clients
#J-18808-Ljbffr
-
Financial Planning Assistant
vor 1 Woche
Melbourne, Österreich Buscojobs VollzeitFull timeFinancial Planning Assistant - 2 Positions Employment Type : Financial Planning Assistant with previous experience within Office Administration.Mancell Financial GroupAbout Us : Mancell Financial Group is a locally owned financial planning business based in Burnie, Tasmania.We have successfully served our community for over 40 years, and we plan to...
-
Client Services
vor 3 Monaten
Melbourne, Österreich Wealthmed Australia Pty VollzeitBirtinya, Queensland 4575, Australia • Full-timeDescriptionAbout the role.. An opportunity to work with a team of financial planners and support staff operating within a well-established financial services firm awaits you!We are seeking an Advice Implementation Specialist (Client Services Officer) to join our thriving Sunshine Coast practice.We are looking...
-
Client Services
vor 1 Monat
Melbourne, Österreich Wealthmed Australia Pty VollzeitAn opportunity to work with a team of financial planners and support staff operating within a well-established financial services firm awaits you!We are seeking an Advice Implementation Specialist (Client Services Officer) to join our thriving Sunshine Coast practice.We are looking for candidates with relevant skills and experience in a similar...
-
Ballingers | Office Manager
vor 1 Monat
Melbourne, Österreich Buscojobs VollzeitOffice Manager & Executive Assistant (Financial Planning)Are you a highly competent administrator? Ballinger's is looking for an Office Manager & Executive Assistant to join our team and play a key role in operations, compliance, providing support to our directors and team success.Ballinger's is a boutique financial planning practice located in Merewether,...
-
Assistant Financial Planning
Vor 2 Tagen
Melbourne, Österreich Youi Pty Ltd VollzeitAssistant Financial Planning & Analysis AnalystJob no: 501845Work type: 38 HOUR WK - NOT ROSTEREDLocation: SUNSHINE COAST, BRISBANECategories: Finance, Financial Planning & AnalysisAbout the role Join our Financial Planning & Analysis (FP&A) team as an Assistant FP&A Analyst, where you'll provide essential support to the Senior FP&A Analyst in areas such as...
-
Travel Planning Assistant
vor 3 Stunden
Melbourne, Österreich Best Days Travel VollzeitTravel Planning Assistant - Launch Your Career in Travel Today!Do you love travel and dream of helping others plan unforgettable trips?Are you looking for a flexible, rewarding career that aligns with your passion for creating amazing experiences?Join our team as a Travel Planning Assistant and turn your love for travel into a fulfilling business...
-
Financial Planning Assistant
vor 2 Wochen
Melbourne, Österreich Connectos VollzeitSalary Package: P50,000- P60,000 (Monthly Package) Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST) What are we looking for? Skills Required: Minimum 2 years in Australian Financial Services, particularly in KYC and customer service.Strong organizational skills and attention to detail.Fast learner.Team player and enjoys team interactions.A quiet place at...
-
Manager Financial Planning And Analysis
vor 3 Monaten
Melbourne, Österreich Financial-Advisor.De VollzeitAt Saputo, our best comes from our people.We're a talented and caring team with a longstanding history of excellence.Since our first days delivering cheese on a bicycle, we've grown into a leading global dairy processor by staying true to the culture that defines us.Each of our employees is committed to uphold our tradition of care, quality, and passion...
-
Client Service Manager
vor 1 Monat
Melbourne, Österreich At VollzeitCompany:MercerDescription:We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.As the Senior Client Service Officer, you will act as a critical link between our clients and financial advisors,...
-
Client Service Officer
vor 1 Monat
Melbourne, Österreich Mygwork VollzeitThis job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly. We are seeking a talented individual to join our Client Service team at Mercer.This role will be based in our Melbourne office.This is a hybrid role that has a...
-
Client Service Manager
vor 1 Monat
Melbourne, Österreich Mygwork VollzeitThis job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly. We are seeking a talented individual to join our Client Service team at Mercer.This role will be based in Melbourne. This is a hybrid role that has a requirement of...
-
Wealthmed Australia Pty | Client Services
vor 1 Monat
Melbourne, Österreich Buscojobs VollzeitAn opportunity to work with a team of financial planners and support staff operating within a well-established financial services firm awaits you!We are seeking an Advice Implementation Specialist (Client Services Officer) to join our thriving Sunshine Coast practice.Reporting to the Senior Financial Planner, you will be delivering excellent implementation...
-
Seeking: Planning Assistant
vor 1 Monat
Melbourne, Österreich Cargo Crew VollzeitApplications are now open to join Cargo Crew as our new Planning Assistant. Keep scrolling to learn more about the role and submit your application by emailing ******Cargo Crew's mission is to ethically and sustainably build brands through the design, manufacture and supply of a range of quality modern uniforms that clients and their staff want to wear.This...
-
Financial Planning
vor 1 Monat
Melbourne, Österreich At VollzeitJoin Corrs Chambers Westgarth, Australia's leading independent law firm. We are looking for an experienced Financial Planning & Analysis (FP&A) Manager to join our Finance team in Melbourne.The FP&A Manager is responsible for delivering financial reporting and analysis and managing the financial analysts in the team.Collaborating with cross-functional teams,...
-
Financial Planning
vor 1 Monat
Melbourne, Österreich At VollzeitJoin Corrs Chambers Westgarth, Australia's leading independent law firm.We are looking for an experienced Financial Planning & Analysis (FP&A) Manager to join our Finance team in Melbourne.The FP&A Manager is responsible for delivering financial reporting and analysis and managing the financial analysts in the team. Collaborating with cross-functional teams,...
-
Financial Planning
vor 1 Monat
Melbourne, Österreich At VollzeitJoin Corrs Chambers Westgarth, Australia's leading independent law firm. We are looking for an experienced Financial Planning & Analysis (FP&A) Manager to join our Finance team in Melbourne.The FP&A Manager is responsible for delivering financial reporting and analysis and managing the financial analysts in the team.Collaborating with cross-functional teams,...
-
Financial Planning Analyst
vor 2 Wochen
Melbourne, Österreich One Power VollzeitAdd expected salary to your profile for insightsJoin PUMA Oceania as a Financial Planning Analyst! Are you ready to unleash your financial expertise with one of the most dynamic global sportswear brands?PUMA Oceania is on the hunt for a Financial Planning Analyst to help us shape the future of our business with strategic insights and impactful...
-
Financial Planning
vor 1 Monat
Melbourne, Österreich Corrs Chambers Westgarth VollzeitJoin Corrs Chambers Westgarth, Australia's leading independent law firm. We are looking for an experienced Financial Planning & Analysis (FP&A) Manager to join our Finance team in Melbourne.The FP&A Manager is responsible for delivering financial reporting and analysis and managing the financial analysts in the team.Collaborating with cross-functional teams,...
-
Financial Controller
vor 3 Monaten
Melbourne, Österreich Financial-Advisor.De VollzeitAn opportunity for a Financial Controller to join a $20 T/O business and subsidiary of a multinational manufacturing business based in Dandenong South. The role will begin as a 6-month initial Fixed Term Contract as the business is integrated into the larger group. The role will be an end-to-end Financial Controller role taking charge of the reporting...
-
Front Of House
Vor 4 Tagen
Melbourne, Österreich Buscojobs VollzeitFront of House / Client Services Assistant Are you interested in working in a busy studio supplying creative services to the advertising, television, and film industries?If you're energetic, friendly, pro-active, organised, and reliable, read on!We are looking for a Front of House / Client Services Assistant for our head office front of house in Fortitude...
