Financial Planning Administration Support
Core
Provide client care and back-office support for financial planning and administration teams, managing client data, appointments, and documentation.
Role type
Administrative Support for Financial Planning
Builds
Client records, appointment schedules, and compliance documentation for investment and superannuation clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Data entry, appointment coordination, document preparation, client communication, compliance adherence, system updates
Preferred skills
XPLAN proficiency, multitasking, confidentiality management
Technologies
XPLAN, office applications
Responsibilities
Coordinate client appointments, update client data and policy information in XPLAN, prepare and process service agreements and fee consents, scan and manage mail, liaise with advisers and platforms, ensure compliance requirements are met
Seniority
Entry level, part-time contract