Financial Advice Administrator

We are a top performing Accounting and Financial Advice business  looking for an experienced Financial Advice Administrator to join our Hope Island team with a diverse client base and young energetic staff culture. We provide personalised wealth management strategies that are specifically designed and created to assist our clients to achieve their financial lifestyle goals.

Our staff are provided with flexible work arrangements and support for their future career development to ensure they also reach their own personal career goals.

We are looking to employ an experienced Administrator who is seeking a career in the Financial Services sector.

As an integral part of our Financial Advice Team you will be:

  • Undertaking general Administration duties specific to financial planning
  • Confident in yourself whilst performing within a highly productive office, with time- poor clients with high service expectations and standards
  • Providing a high level of administrative support to the financial advice team
  • Liaising professionally and confidently with product providers and referral partners.


    The Essentials

  • 6 - 12 months experience in a  administration role in a financial advice practice is essential.
  • Intermediate MS Office skills, particularly Word and Excel are essential
  • Work well under pressure and will be able to prioritise your work appropriately
  • Have strong attention to detail and time management skills
  • Demonstrate effective decision making and problem-solving skills
  • Approach tasks with a professional manner and confident personal presentation
  • Ideally have worked within a close-knit professional office environment
  • Treat all information as confidential, ensuring the privacy and integrity of client information is maintained at all times.
  • Have experience using Financial Planning software platforms, preferably Xplan

       In return our Practice will provide:

  •  Training to assist with career growth and progression
  • A supportive office / work environment
  • Young energetic office culture


Only candidates meeting the essential selection criteria above should apply.

Salary package will be negotiated with the right candidate and will be dependent on the skills, experience and enthusiasm brought to the role.

 Applications close 13 March 2020.

02/03/2020 $0 Gold Coast 1 Banking & Financial Services
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