In-Demand Planner Jobs in Chatswood, 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
3d
Development Assessment and Planning Assistant
NSW Rural Fire Service —West Pennant Hills NSW
- $83,644 - $91,041 a year
- Full-time
- Hybrid work
- Management
- Recruiting
- Communication skills
- Annual leave
Client Engagement Officer
Nursing Experts Services PTY LTD —Sydney NSW
- $33.70 - $36.80 an hour
- Google Suite
- Sales
- In-person
Quick Apply
Senior Supply Chain Planner
King Living —Turrella NSW
- Full-time
- Microsoft Excel
- ERP systems
- Finance
Quick Apply
Showroom Sales Consultant - St Leonards
Reece Group —St Leonards NSW
- Weekend availability
- Sales
- Customer service
- Plumbing
- Annual leave
- Parental leave
11d
Supply Chain Coordinator
Wellness Pet Company —Pymble NSW
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
Quick Apply
Head of Merchandise Planning | Sydney HQ
Honey Birdette —Sydney NSW
- $175,000 - $185,000 a year
- Hybrid work
- Management
- Analysis skills
- Parental leave
- Gym membership
Junior event sales representative
Arcade Bar & Club —Sydney NSW
- From $30 an hour
- Hospitality
- Sales
- Customer service
Quick Apply
5d
Reo In-House Scheduler
FRP HUB —Smithfield NSW
- $85,000 - $100,000 a year
- Full-time
- Microsoft Office
- In-person
- Time management
Quick Apply
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
12d
Traffic Planner
SSTC Group of Companies Pty Ltd —Narwee NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Project Manager - Global Services | Sydney
Schneider Electric —Macquarie Park NSW
- Full-time
- Hybrid work
- Annual leave
- Opportunities for advancement
12d
Allocations Planner
Boral —Sydney NSW
- Overtime
- Management
- Construction experience
- Employee assistance program
Business Development Support - Graduate
ausbil —Sydney NSW
- Full-time
- Customer service
- Salesforce
- Microsoft Office
Executive Assistant to General Manager Australia
AIG Australia Limited —Sydney NSW
- Full-time
- Customer service
- Microsoft Office
- Communication skills
Quick Apply
12d
Merchandise Allocator - Aje & Aje Athletica - Sydney HQ
Aje. —Surry Hills NSW
- Full-time
- Microsoft Excel
- Sales
- Communication skills
Quick Apply
12d
Client Service Officer
Aware Super —Sydney NSW
- Full-time
- Administrative experience
- Financial services
- In-person
- Work from home
- Gym membership
Senior Strategic Planner
Lane Cove Council —Lane Cove NSW
- $145,000 - $165,000 a year
- Temporary
- Negotiation
- Gym membership
4d
Maintenance Planner
St Vincent's Hospital Network —Sydney NSW
- $91,326 - $121,497 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Management
Integrated Supply Planner - Woolworths (175327)
Colgate-Palmolive —Sydney NSW
- Google Suite
- Analytics

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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
3 days 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

planner jobs in chatswood, nsw

Financial Planning Client Administration Assistant

Development Assessment and Planning Assistant

Client Engagement Officer

Senior Supply Chain Planner

Showroom Sales Consultant - St Leonards

Supply Chain Coordinator

Head of Merchandise Planning | Sydney HQ

Junior event sales representative

Reo In-House Scheduler

Casual ESL Teacher

Traffic Planner

Project Manager - Global Services | Sydney

Allocations Planner

Business Development Support - Graduate

Executive Assistant to General Manager Australia

Merchandise Allocator - Aje & Aje Athletica - Sydney HQ

Client Service Officer

Senior Strategic Planner

Maintenance Planner

Integrated Supply Planner - Woolworths (175327)

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