administration - financial services in northern beaches

job type
AU$ 55,000 per year
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job details

northern beaches, new south wales
job category
administration & office support
job type
working hours
AU$ 55,000 per year
reference number
00 00

job description

Administration - Financial Planning

  • Opportunity to work closer to home within the Northern Beaches
  • Generous salary package up to $75k for an experienced administrator
  • Well-established financial planning firm with a strong reputation

About the company

Our client is a boutique financial advisory firm looking to continue growing their business based on their motto of always putting their clients first. Whilst holding their own AFSL, they have gained the loyal trust of their client base who range from those starting out to those who are loving retirement.

About the role

You will be supporting their senior financial advisers in the delivery of administration services to their clients. The key responsibilities will cover all areas of clients services including:

    • Preparation & implementation of client advice documentation e.g. application forms, asset withdrawals/transfers etc
    • Updating of workflows to onboard new clients and servicing admin needs of existing clients
    • Attending client meetings with the financial planners
    • Ensuring client and provider information is accurate and compliant

Skills & Experience

  • A minimum of 1 year financial planning admin experience
  • A positive, can-do proactive attitude
  • A keen eye for detail with a commitment to accuracy
  • An ability to work towards multiple deadlines

Benefits & Culture

  • Join a mature minded, close-knit & high-performing team looking to continue their dominance in the financial planning industry by focusing heavily on clients and their needs
  • Office social events: Christmas party, jet boating, lunches
  • Generous salary package up to $75,000 (depending on experience)
  • Relocated to a large new office on a main road within the Northern Beaches with a verandah & sunlight

How to apply?

If you would like any further information, please call Lavender Pham on 02 8215 1067 or email


financial planning assistant, client services administrator, client services, financial planning, administration



educational requirements

Secondary School/High School