Advice Support Officer

vor 2 Wochen

Wangaratta, Österreich LifeTime Solutions Vollzeit

Full-time LifeTime Solutions is a trusted and long-standing financial planning business based in Wangaratta, dedicated to helping our clients achieve financial confidence and peace of mind. We are looking for an enthusiastic and highly organised team member to join our close-knit office and support our financial advisers, whilst offering a long-term career path. About the Role Provide high-level administrative support to our advisers Manage client documentation and maintain accurate records Liaise with clients and financial institutions Assist in preparing advice documents and reports Adhere to strict legal and regulatory compliance standards Follow internal processes and contribute to operational efficiency Contribute to the smooth day-to-day running of the office If you don’t already have paraplanning experience, training will be provided to help you develop the skills needed to produce professional advice documents for our advisers. For the right person, there is a clear career pathway to progress into a Financial Adviser role over time. About You Has strong administrative and organisational skills Has a high level of numerical skills and attention to detail Is detail‑oriented and takes pride in their work Has great communication and client service skills Enjoys working as part of a collaborative, professional team Can work autonomously and take initiative Is comfortable following internal processes and procedures Wants to support financial planning in the best interests of clients Ideally has a background in finance, banking, or professional services (not essential) What We Offer Supportive, friendly team culture Ongoing training and professional development Flexibility – full-time or 4 days per week considered Genuine long-term career opportunities within the financial planning industry If you’re looking for a role where you can grow your career and make a real impact, we’d love to hear from you. To apply Please email your resume and a brief cover letter outlining your experience to ****@lifetimesolutions.com.au. Salary based on experience. #J-18808-Ljbffr

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