BJAK is seeking a Financial Planning Administration Support on a part-time basis at our Northern Beaches location. The role is a 12-month contract with potential extension, providing client care to Investment and Superannuation clients and back-office support to the Financial Planning teams.
Responsibilities include coordinating appointments, LOA checks and processing, data gathering, and ensuring compliance while supporting advisers and platforms. Prior experience with XPLAN is preferred.
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Financial Planning Admin & Client Care (12‑Month Contract) in Sydney employer: Roundtree Search
Roundtree Search offers an exceptional opportunity for an Analyst in Real Estate Private Equity within a dynamic and entrepreneurial environment in Sydney. The company fosters a collaborative work culture that encourages professional growth through exposure to diverse investment strategies and hands-on experience across the full deal lifecycle. With a strong commitment to employee development and a focus on innovative, value-oriented transactions, this role promises meaningful engagement in a thriving sector.
