Financial Planning Admin

We’re a team of hard-working, enthusiastic professionals who strive to help as many Australians as possible improve their financial position by reviewing, researching, and executing quality financial advice with only you in mind.

As we continue to expand our operations, we seek a Financial Planning Administrator to join our team and contribute to our ongoing success.

The core tasks of this role:

organizing client files
maintaining file notes
setting up the platform for new member applications
tracking deal progress
following instructions from the financial advisor
submitting rollovers investing funds