Australian Financial Planning Group is seeking a Financial Planning Assistant to support advisers, manage day-to-day client service tasks, and maintain smooth admin workflows. You will be the trusted client contact, helping with opt-ins, reviews, and diary management, ensuring timely delivery of quality financial planning outcomes.
The role suits someone with 2+ years in a similar field, a commitment to exceptional service, and strong communication and organizational skills.
Client-Focused Financial Planning Assistant in Hervey Bay employer: Australian Financial Planning Group
As a well-established financial planning company based in the heart of Sydney, we pride ourselves on our collaborative culture and commitment to professional excellence. Our team is dedicated to providing exceptional service and advice to clients, while also fostering employee growth through innovative practices and a supportive work environment. Joining us as a Senior Paraplanner means being part of a dynamic team that values your contributions and offers opportunities for meaningful career development in a vibrant CBD location.
Contact Details:
Australian Financial Planning Group Recruitment Team
