Financial Planning Admin Assistant - 20hrs/wk

About Us

We are a boutique Financial Planning firm based in Bella Vista. We pride ourselves on delivering exceptional service to our clients while providing a supportive environment where our team can grow and develop long-term careers within the financial planning profession.

We are seeking a bright, organised, and enthusiastic individual to join our team as a Financial Planning Administration & Implementation Assistant.

About the role

This role is ideal for someone seeking flexibility while building a long-term career in financial planning administration and client services. We are happy to work with the successful candidate to create a schedule that suits both business needs and personal commitments, including school drop-off and pick-up times.

This role is focused on the implementation of financial advice and providing administrative support to our adviser. You will play a key role in ensuring advice recommendations are processed efficiently and clients receive a seamless experience.

Key responsibilities include:

• Managing the implementation of financial advice recommendations

• Processing applications for superannuation, pension, investment, and insurance products

• Supporting Adviser with ongoing client servicing requirements

• Managing client correspondence and administrative tasks.
  

Benefits and perks

• Permanent part-time position (20 hours per week)

• Flexible working hours that can be structured around school hours and family commitments

• Competitive remuneration package based on experience

• Annual salary reviews

• Supportive and collaborative team environment

• Ongoing training and professional development opportunities

• Long-term career progression within the financial planning industry

Skills and experience

The ideal candidate will have:

• 1–2+ years' experience in a financial planning, client services, administration, or finance-related role

• Experience using XPLAN (preferred but not essential)

• Strong organisational and time management skills

• Excellent attention to detail and accuracy

• Strong written and verbal communication skills

• Ability to manage multiple tasks and deadlines

• A proactive attitude and commitment to providing outstanding client service

This opportunity would ideally suit a proactive and driven individual who seeks a long term career in Financial Planning. If you  have a strong work ethic and positive attitude then apply today by submitting your resume to ******@asraconsulting.com.au