Senior Financial Planning Admin | Client & Compliance in Ballarat

Senior Financial Planning Admin | Client & Compliance in Ballarat

Ballarat Full-Time On-site
B

Butler Private Pty Ltd in Ballarat, VIC, is seeking a Senior Financial Planning Administrator to support advisers with financial plan preparation, documentation, and compliance checks.

This full-time, on-site role focuses on client file management, processing applications and rollovers, coordinating reviews, and preparing reports and correspondence. You will liaise with clients and product providers and help maintain high service standards.

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B

Contact Details:

Butler Recruitment Team