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
13h
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Amazon Commercial Services Pty Ltd —Kemps Creek NSW
- Full-time
- Microsoft Office
- Business
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DAB-Jones Lang LaSalle (NSW) Pty Ltd —Sydney NSW
- Full-time
- Microsoft Powerpoint
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- Google Suite
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PFD Food Services —Sydney NSW
- Full-time
- Microsoft Excel
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Gartner —Sydney NSW
- Full-time
- Hybrid work
- Management
- Presentation skills
- Bachelor's degree
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Omnicom Group —Sydney NSW
- Full-time
- Master's degree
- Communication skills
2d
Service Planner
Hitachi Rail —Smithfield NSW
- Full-time
- Salesforce
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Senior Sales Executive
Marriott International, Inc —Sydney NSW
- Full-time
- Sales
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- Negotiation
- Annual leave
- Employee assistance program
Senior Planner
Built Holdings —Sydney NSW
- Full-time
- Analysis skills
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- Time management
Inventory Planner
O'Brien Glass Industries Limited —Padstow NSW
- Full-time
- Hybrid work
Account Partner - Media
News Corp —Sydney NSW
- Hybrid work
- Sales
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- Parental leave
Merchandise Planner - Apparel
Big W —Bella Vista NSW
- Full-time
- Remote
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10d
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AECOM —Sydney NSW
- Full-time
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18h
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Arbex —North Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
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2d
Project Development Lead
Transgrid —Sydney NSW
- Engineering
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Vendor Replenishment Planner Woolworths
The Arnott's Group —North Strathfield NSW
- Hybrid work
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ANZ Tunnelling Lead
AECOM —Sydney NSW
- Full-time
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Major Projects Director - Transport
AECOM —Sydney NSW
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8d
Senior Bushfire Consultant
SLR Consulting —Sydney NSW
- Full-time
- Presentation skills
Showroom Sales Consultant - St Leonards
Reece Group —St Leonards NSW
- Weekend availability
- Sales
- Customer service
- Plumbing
- Annual leave
- Parental leave
8d

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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
13 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

service planner jobs in parramatta, nsw

Financial Planning Client Administration Assistant

Senior Workforce Planner

Occupancy Planner

Supply Chain Planner

Event Planner (Conference)

Planner/Buyer

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Senior Sales Executive

Senior Planner

Inventory Planner

Account Partner - Media

Merchandise Planner - Apparel

Urban Planner

Vendor Replenishment Planner

Project Development Lead

Vendor Replenishment Planner Woolworths

ANZ Tunnelling Lead

Major Projects Director - Transport

Senior Bushfire Consultant

Showroom Sales Consultant - St Leonards

I want to receive the latest job alert for service planner in parramatta, nsw

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