Financial Planning Admin – Training

We’re looking for a proactive and organised Admin Assistant to join our dynamic Financial Planning team team at MBA Wealth Solutions in Bathurst, NSW. Whether you're just starting out or have some experience in financial services, this role offers a supportive environment to grow your skills and contribute to meaningful client outcomes. In this full-time...

A financial services firm in New South Wales seeks a paraplanner responsible for preparing high-quality Statement of Advice (SOA) documents. The ideal candidate has at least 3 years of experience in financial planning, strong technical skills, and proficiency in financial planning software, especially XPlan. This role supports financial advisers and offers...

A boutique financial advisory firm in Rockhampton is looking for a motivated Contract Administrator to coordinate and maintain various contracts and compliance documentation. The ideal candidate should have at least 1 year of experience in contract administration, strong understanding of compliance procedures, and excellent communication skills. This role...

A well-regarded financial planning firm located in Armidale is seeking an Administration Assistant to provide exceptional client service and administrative support. The role requires strong communication skills, the ability to prioritize tasks, and experience in a client-facing role. The firm offers a supportive environment with opportunities for personal...

A well-regarded financial planning firm in Armidale is seeking an Administration Assistant to provide outstanding client service and administrative support. This role requires strong communication skills and the ability to prioritize tasks, along with client-facing experience. The firm promotes a supportive environment that values personal growth. The...

The Accounts Admin Support Officer will provide essential administrative, accounts and operational support to ensure smooth day-to-day business functions. This role is suited to an experienced mid-level professional who excels in accuracy, organisation and maintaining efficient office and accounts systems. About Us Our client is a well-established...

A leading financial services firm in Sunshine Coast is seeking a Receptionist for a 12-month Maternity Leave contract. The role involves providing exceptional client service, supporting Financial Advisers with administration tasks, and managing day-to-day office duties. Ideal candidates are self-motivated individuals with strong communication skills and a...

Admin Support (Registered Training Organisation) Frontier Education, a national Registered Training Organisation (RTO | CRICOS G), specialises in vocational education including Certificate, Diploma, and Advanced Diploma qualifications. With campuses in Brisbane, Cairns, Hobart, and Adelaide, Frontier Education offers courses in Business and Leadership...

Estate Planning Lawyer – Fully Remote | Autonomy + flexibility Are you an estate planning lawyer who wants autonomy, flexibility, and meaningful client work — without time billing or court appearances? We are a fully online, boutique estate planning firm with a small, close-knit team. We work with families across NSW, QLD and VIC and specialise...

Gardian Mackay, QLD A$80,000-$85,000 p/a On-site The Practice Manager is a senior administrative and operational leader responsible for ensuring the smooth day-to-day running of the financial planning practice. This role supports the business owner(s) and advisers by managing operations, compliance, people, and processes, allowing advisers to focus on client...