Financial Planning Administrator

A Rare Opportunity to join a Leading Western Sydney

Financial Planning Practice

Client Care is our Focus!

  • Commitment to professional excellence
  • Personal insurance administration focus
  • Bella Vista location
  • Full time

TAG Financial is a leading, highly regarded Financial Planning practice, committed to supporting the needs of our significant client base through the provision of tailored financial services solutions. While currently associated with a major licensee, we continue to explore all options to ensure we can manage our commitment to excellence and deliver quality, needs-based advice to our valued clients. This role presents an opportunity for a Financial Planning Administration professional who presents a background in personal  insurance, to join a dedicated and growing team.

With client care being the focus of our service and business values, the role offers the opportunity to:

  • Actively support highly professional Financial Advisers
  • Develop your insurance technical knowledge
  • Contribute to process improvements
  • Contribute to a supportive culture

If joining a highly successful Financial Planning practice aligns with your career objectives and you demonstrate:

  • An understanding of insurance products & administration
  • A natural attention to detail and the ability to deliver to timeframes
  • General office administration experience
  • A strong team spirit
  • An exposure to XPLAN would be highly regarded

then we are keen to hear from you!


25/11/2019 $0 North West & Hills District 1 Administration & Office Support
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