In-Demand Financial planning client administration assistant Jobs in Sydney, Nsw

Financial Planning Client Administration Assistant
Harvest Financial Group —North Sydney NSW
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick Apply
5h
Marketing/Admin Assistant
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Team Assistant, Reinsurance
Aon Corporation —Sydney NSW
- Part-time
- Microsoft Office
- Administrative experience
- Financial services
1d
Executive Assistant - Travel & Business Operations
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Legal Assistant - M&A/Capital Markets
MinterEllison —Sydney NSW
- Contract
- Microsoft Office
- Organisational skills
- AI
9d
Internship or Work Experience
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Executive Assistant
DCOH —Sydney NSW
- Contract
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
First Class Travel Consultants Top Travel Sales Consultants? First-Class Clients, First-Class Rewards
Firstclass.com.au —Parramatta NSW
- $100,000 - $150,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Junior Travel Consultant
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Assistant Project Manager
DAB-Jones Lang LaSalle (NSW) Pty Ltd —Sydney NSW
- Full-time
- Management
- Microsoft Office
- SharePoint
- Health insurance
- Parental leave
Quick Apply
8d
After Hours International Airfare Consultants
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Travel Product Coordinator at First Class Travel
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Aje - Area Manager - NSW
Aje. —Sydney NSW
- Full-time
- Customer service
- Team management
- Communication skills
Quick Apply
1d
Full Stack Web Developer (Intern)
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Business Manager
BNP Paribas —Sydney NSW
- Full-time
- Management
- Research
- Finance
Airfare Specialist
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Reward Travel Team Manager
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Luxury Cruise Specialists
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Branch Manager
Firstclass.com.au —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program
Sales Team Leader
Firstclass.com.au —Sydney NSW
- $100,000 - $150,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Customer service
- Opportunities for advancement
- Referral program

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Financial Planning Client Administration Assistant

Harvest Financial Group
North Sydney NSW

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
5 hours ago

Benefits

Work from home
Transportation links

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Education
Bachelor's degree
Organisational skills
Communication skills

Full Job Description

About Us

Harvest is a successful financial planning company based in North Sydney, Australia. As a privately owned business with our own Australian Financial Services Licence (AFSL), we are not aligned with any financial institution or product provider.

For over 23 years, we have specialised in personal financial planning, corporate superannuation, retirement planning, and personal insurance advice. We partner with some of Australia's leading national and international organisations, helping employers and employees build, protect and manage their wealth throughout every stage of life.

At Harvest , our mission is simple: to help our clients sow, nourish and harvest their wealth.

About the Role

We are seeking organised and detail-oriented Financial Planning Administration Assistant to join our professional and friendly team based in North Sydney.

This is an excellent opportunity for an experienced financial planning administrator who enjoys client interaction, , and is looking to build a long-term career within the financial advice industry.

Working closely with our Senior Financial Planner, you will play a key role in supporting the advice process, ensuring a high level of client service, and assisting with the implementation and ongoing management of client strategies.

Key Responsibilities

Provide administrative support to the Senior Financial Planner throughout the advice process.
Prepare and process client documentation and correspondence.
Manage client communications, appointments and meeting coordination.
Maintain and update client records within Xplan.
Assist in the preparation of Records of Advice (ROAs), annual review documentation and client reports.
Coordinate advice implementation, including superannuation, investment, pension and insurance recommendations.
Prepare fee disclosure statements and ongoing fee renewal documentation.
Manage annual review workflows and client follow-up activities.
Liaise with superannuation funds, insurers, investment and other external stakeholders.
Respond to client enquiries in a professional and timely manner.
Assist with practice administration and business improvement initiatives.
Work collaboratively with advisers and administration staff to deliver exceptional client outcomes.

Skills and Experience

To be successful in this role, you will have:

Previous experience in a financial planning administration or client services role (essential).
Exposure to SMSFs and superannuation administration.
RG146 qualifications (or working towards completion).
Strong organisational skills with the ability to manage multiple priorities.
High attention to detail and accuracy.
Exceptional written and verbal communication skills.
A proactive, positive and professional attitude.
Strong problem-solving skills and ability to work independently.
Advanced Microsoft Office skills, including Word, Excel and Outlook.
Experience using Xplan CRM (essential).
Experience working with employer superannuation funds such as Colonial First State, Insignia Financial (IOOF), Mercer, MLC or similar providers is highly desirable.
The ability to work effectively within a collaborative team environment.

What We Offer

Ongoing professional development and opportunities.
Supportive and collaborative team culture.
Exposure to a broad range of financial planning, superannuation and insurance advice strategies.
Modern North Sydney office conveniently located close to public transport and the Sydney Metro.
Hybrid working arrangements available following successful completion of the probation period.
Opportunity to work with a well-established business servicing leading Australian and global organisations.

Why Join Harvest ?

At Harvest , you'll be part of a close-knit and experienced team that genuinely values client relationships, professional excellence and personal development. If you're looking for a rewarding career in financial planning and enjoy making a positive difference in clients' financial lives, we'd love to hear from you.

Pay: $60,000.00 – $90,000.00 per year

Benefits:

Work from home

Education:

Bachelor Degree (Preferred)

Experience:

Financial Planning Support: 2 years (Preferred)
Xplan (IRESS): 1 year (Preferred)
Self-Managed Super Funds: 1 year (Preferred)

Work Authorisation:

Australia (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial planning client administration assistant jobs in sydney, nsw

Financial Planning Client Administration Assistant

Marketing/Admin Assistant

Team Assistant, Reinsurance

Executive Assistant - Travel & Business Operations

Legal Assistant - M&A/Capital Markets

Internship or Work Experience

Executive Assistant

First Class Travel Consultants Top Travel Sales Consultants? First-Class Clients, First-Class Rewards

Junior Travel Consultant

Assistant Project Manager

After Hours International Airfare Consultants

Travel Product Coordinator at First Class Travel

Aje - Area Manager - NSW

Full Stack Web Developer (Intern)

Business Manager

Airfare Specialist

Reward Travel Team Manager

Luxury Cruise Specialists

Branch Manager

Sales Team Leader

I want to receive the latest job alert for financial planning client administration assistant in sydney, nsw

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