Posted 5 days ago
Description
We are seeking a motivated candidate to join our team as a Financial Planning assistant
Australian work rights are required for this position.
This role provides critical operational support, ensuring high-quality file preparation, research, reporting, compliance, while relieving workload pressures from our CSOs. The role will also provide reception relief as needed.
The successful candidate will work closely with our Offshore and Paraplanning Team Leader, gaining hands‑on exposure to financial planning operations while building professional skills in a structured, supervised environment.
Key responsibilities:
Paraplanning & Client Services
Risk inbox triage and initial administration
Assist with processing review files
Support SOA preparation and file processing
Reception & Operational Support
Provide reception relief when required
Support team with ad-hoc client service tasks
Assist in maintaining operational checklists and process documentation
Key Skills & Attributes
Strong attention to detail and accuracy
Organised and process-driven, with ability to manage multiple tasks
Basic proficiency in Excel and office software
XPLAN experience highly regarded
Experience or exposure to personal insurance highly regarded
Strong communication skills, professional attitude, and ability to work collaboratively
Comfortable following checklists and processes while being proactive in identifying errors
Full-time Junior role with structured training and supervision
Suitable for students studying Financial Planning
Hands‑on exposure to financial planning operations, including claims processing and review file management
Opportunity to develop professional skills in research, client service, and paraplanning
Collaborative team environment and mentorship from senior staff
Flexible involvement in both operational support and client‑facing workflows
Key Performance Indicators
Timely completion of research, reports, claims support, and file preparation
Efficient risk inbox triage and operational support
Contribution to reducing CSO workload and improving adviser turnaround time
Important: This is a in-office role covering reception relief. Applicants must have full working rights in Australia and be able to attend the office located at Mile End, SA 5031. Applications from candidates unable to meet these requirements will not be considered.
Salary is dependent on and will be negotiated based on experience.
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