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
12h
Senior Planner
Built Holdings —Sydney NSW
- Full-time
- Analysis skills
- Communication skills
- Time management
Inventory Planner
O'Brien Glass Industries Limited —Padstow NSW
- Full-time
- Hybrid work
Urban Planner
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
17h
Associate Director, Drainage - Relocate to Perth!
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Relocation assistance
11h
Senior Demand Planner AU
Vinarchy —Sydney NSW
- Microsoft Excel
- Analysis skills
8h
Customer Service Representative
Tilray —Sydney NSW
- Full-time
- CRM software
- Salesforce
- ERP systems
13d
Principal - Nuclear Safety Management System Assurance
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Engineering
- Communication skills
Senior Project Controller
Transgrid —Sydney NSW
- Microsoft Excel
- Management
- Microsoft Office
- Parental leave
AI Engineer
Orion Consulting —Sydney NSW
- Full-time
- Software development
- In-person
- AI
- Parental leave
- Employee assistance program
Director – Aviation Engineer
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Construction experience
- Leadership
- Communication skills
6d
Senior Urban Planner
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
17h
Design Manager – Water Infrastructure
AECOM —Sydney NSW
- Contract
- Hybrid work
- Management
- Leadership
- Communication skills
10d
Planner - Building projects
Turner & Townsend —Sydney NSW
- Full-time
- No degree
- Construction experience
- Communication skills
Quick Apply
Power Engineer
Gridsight —Kensington NSW
- $2,500 a month
- Full-time
- Hybrid work
- Azure
- Sales
- Master's degree
Quick Apply
7d
Senior Estimator MEP / Cost Planner (Data Centres)
Linesight —Sydney NSW
- Part-time
- Hybrid work
- Schematics
- Construction experience
Showroom Sales Consultant - Rosebery
Reece Group —Rosebery NSW
- Weekend availability
- Customer service
- Plumbing
- Retail sales
- Annual leave
- Parental leave
Technical Infrastructure Program Manager
Amazon Corporate Services Pty Ltd —Sydney NSW
- Full-time
Communications and Security Engineer
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Construction experience
Environmental Impact Assessment Lead - Relocate to Townsville
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Budgeting
- Relocation assistance
13d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

service planner jobs near parramatta, nsw

Sales Consultant jobs in Rosebery NSW

Senior Planner jobs in Sydney NSW

Senior Cost Estimator jobs in Sydney NSW

Director Of Engineering jobs in Sydney NSW

Customer Service Representative jobs in Sydney NSW

Design Manager jobs in Sydney NSW

Technical Program Manager jobs in Sydney NSW

Urban Planner jobs in Sydney NSW

Associate Director jobs in Sydney NSW

Demand Planner jobs in Sydney NSW

Fiber Project Engineer jobs in Melbourne Vic

Project Officer Early Childhood jobs in Sydney Eastern Suburbs Nsw

Project Controller jobs in Queensland

Mines, Traffic Controller jobs in New South Wales

Project Controller jobs in Melbourne Vic

Project Management Graduate jobs in Figtree Nsw

Project Controller jobs in Clayton Vic

Sales jobs in Hobart Tas

Commission Only Sales jobs in Queensland

Sales Assistant jobs in Sydney Nsw

Financial Planning Client Administration Assistant

Harvest Financial Group
North Sydney NSW

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
12 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 Planner

Inventory Planner

Urban Planner

Associate Director, Drainage - Relocate to Perth!

Senior Demand Planner AU

Customer Service Representative

Principal - Nuclear Safety Management System Assurance

Senior Project Controller

AI Engineer

Director – Aviation Engineer

Senior Urban Planner

Design Manager – Water Infrastructure

Planner - Building projects

Power Engineer

Senior Estimator MEP / Cost Planner (Data Centres)

Showroom Sales Consultant - Rosebery

Technical Infrastructure Program Manager

Communications and Security Engineer

Environmental Impact Assessment Lead - Relocate to Townsville

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected