In-Demand Service planner Jobs in Parramatta, 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
1d
Workforce Planner
HCF —Parramatta NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Analysis skills
- Parental leave
- Pet insurance
Client Engagement Officer
Nursing Experts Services PTY LTD —Sydney NSW
- $33.70 - $36.80 an hour
- Google Suite
- Sales
- In-person
Quick Apply
Service Planner
Atlas Copco Group —Sydney NSW
- CRM software
- Customer service
- Microsoft Office
Junior event sales representative
Arcade Bar & Club —Sydney NSW
- From $30 an hour
- Hospitality
- Sales
- Customer service
Quick Apply
3d
Freight Planner - Moorebank
Qube —Moorebank NSW
- Full-time
- Management
- Microsoft Office
- Communication skills
7d
Market Distribution Planner
Nestlé —Rhodes NSW
- Analysis skills
- Organisational skills
- Communication skills
- Parental leave
- Gym membership
Executive Assistant to General Manager Australia
AIG Australia Limited —Sydney NSW
- Full-time
- Customer service
- Microsoft Office
- Communication skills
Quick Apply
10d
Maintenance Planner
St Vincent's Hospital Network —Sydney NSW
- $91,326 - $121,497 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Management
14d
Store Manager - Castle Towers
Universal Store —Castle Hill NSW
- Weekend availability
- Sales
- Employee discount
Integrated Supply Planner - Woolworths (175327)
Colgate-Palmolive —Sydney NSW
- Google Suite
- Analytics
Business Development Support - Graduate
ausbil —Sydney NSW
- Full-time
- Customer service
- Salesforce
- Microsoft Office
Client Service Officer
Aware Super —Sydney NSW
- Full-time
- Administrative experience
- Financial services
- In-person
- Work from home
- Gym membership
Project Manager - Global Services | Sydney
Schneider Electric —Macquarie Park NSW
- Full-time
- Hybrid work
- Annual leave
- Opportunities for advancement
10d
Casual ESL Teacher
EF (Education First) —Sydney NSW
- $60 - $75 an hour
- Part-time
- Experience working with children
- Bachelor's degree
- Business
- Annual leave
- Employee assistance program
10d
Supply Chain Coordinator
Wellness Pet Company —Pymble NSW
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
Quick Apply
Maintenance Store & Procurement Coordinator
DuluxGroup —Padstow NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Parental leave
- Employee assistance program
9d
Allocations Planner
Boral —Sydney NSW
- Overtime
- Management
- Construction experience
- Employee assistance program
Vendor Replenishment Planner
Haleon —Sydney NSW
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
8d
Supply Planner
Reckitt —Sydney NSW
- Contract
- Microsoft Excel
- ERP systems
- Analysis skills
- Employee assistance program
- Life insurance

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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
1 day 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

service planner jobs in parramatta, nsw

Financial Planning Client Administration Assistant

Workforce Planner

Client Engagement Officer

Service Planner

Junior event sales representative

Freight Planner - Moorebank

Market Distribution Planner

Executive Assistant to General Manager Australia

Maintenance Planner

Store Manager - Castle Towers

Integrated Supply Planner - Woolworths (175327)

Business Development Support - Graduate

Client Service Officer

Project Manager - Global Services | Sydney

Casual ESL Teacher

Supply Chain Coordinator

Maintenance Store & Procurement Coordinator

Allocations Planner

Vendor Replenishment Planner

Supply Planner

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