At a Glance
- Tasks: Support financial advisers and deliver top-notch client service daily.
- Company: Reputable Australian Financial Planning Group in Sydney CBD.
- Benefits: Enjoy birthday leave, ongoing training, and a supportive team environment.
- Other info: Great opportunity for growth in a dynamic financial planning environment.
- Why this job: Join a professional team and make a difference in clients' financial journeys.
- Qualifications: 2+ years of experience in client service and administration.
The predicted salary is between 47250 - 57750 $ per year.
Australian Financial Planning Group in Sydney CBD is seeking a Financial Planning Assistant to support advisers and deliver exceptional client service.
This role focuses on day-to-day administration, client inquiries, and coordination of workflows, ideal for someone with 2+ years' experience who is passionate about client service.
The team is professional, supportive, and offers ongoing training.
Client‐Focused Financial Planning Assistant — Birthday Leave in Sydney 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
