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Financial Planning Assistant - Implementation and Portfolio administration

Sydney, Australia
Closing date
May 27, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Are you our next experienced Client Service Manager / Financial Planning Assistant?We are looking for an experienced person with excellent administration / finance experience who is ambitious, proactive, able to work under pressure and is good with numbers!! This position is based in Wagga Wagga, NSW in the financial services sector. This person will be responsible for the implementation of investment portfolios including completing application forms, managing the movement of money, and helping clients through that process.
This job is in office but can be part-time (5 days a week required). The candidate would enjoy talking to clients and have a strong affiliation with numbers and accuracy.
What you'll need to succeed
  • An interest in financial planning
  • Desire to learn and grow in the field
  • Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree)
  • Excellent organisational and time management skills
  • Ability to prioritise tasks
  • High level of accuracy with good attention to detail
  • Strong written and verbal communication skills
  • Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to maintain confidentiality and handle sensitive information with discretion
  • Able to work independently as well as part of a team
  • Excellent interpersonal skills and be self-motivated
  • What you'll get in return
    This position offers growth opportunities within the organisation for any individual who can demonstrate exceptional potential and commitment to their professional development. You will have career progression opportunities, mentoring and continuing education, ongoing training and development, work with a friendly and supportive team.
    What you need to do now
    If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to, or call us now on 0456 148 114 for a position description.
    If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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