Looking for a Financial Planning Assistant / Accountant who is willing to learn and developYou will play a crucial role in supporting our team of experienced wealth creators and ensuring the smooth operation of our client service processes, and for those who wish to go even further, you will have the opportunity to gain hands-on experience and develop a deep understanding of the financial planning industry. The choice is yours. Either way, this position serves as an excellent entry point for individuals interested in pursuing a career in SMSF/Accountant administration and/or the financial services sector.Responsibilities will include:Provide administrative support to the Wealth team, including scheduling appointments, managing calendars, and handling correspondenceAssist in preparing and maintaining client files and documentationConduct research and gather relevant information for financial plans and reportsCollaborate with team members to ensure accurate and timely completion of client deliverablesExcellent communication skills with clients, addressing enquiries and providing general assistanceSupport the implementation of investment strategies and portfolio management activitiesStay updated on industry regulations and best practices to ensure compliance with relevant guidelines Looking for a Financial Planning Assistant / Accountant who is willing to learn and developYou will play a crucial role in supporting our team of experienced wealth creators and ensuring the smooth operation of our client service processes, and for those who wish to go even further, you will have the opportunity to gain hands-on experience and develop a deep understanding of the financial planning industry. The choice is yours. Either way, this position serves as an excellent entry point for individuals interested in pursuing a career in SMSF/Accountant administration and/or the financial services sector.Responsibilities will include:Provide administrative support to the Wealth team, including scheduling appointments, managing calendars, and handling correspondenceAssist in preparing and maintaining client files and documentationConduct research and gather relevant information for financial plans and reportsCollaborate with team members to ensure accurate and timely completion of client deliverablesExcellent communication skills with clients, addressing enquiries and providing general assistanceSupport the implementation of investment strategies and portfolio management activitiesStay updated on industry regulations and best practices to ensure compliance with relevant guidelinesKey AttributesThe ideal candidate will be enthusiastic, driven and excited about a career in the industry.Strong interest in financial planning and a genuine desire to learn and grow in the fieldQualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree)Excellent organisational and time management skills, with the ability to prioritise tasks effectivelyAttention to detail and a high level of accuracyStrong written and verbal communication skillsProficient using Microsoft Office Suite (Word, Excel, PowerPoint)The ability to maintain confidentiality and handle sensitive information with discretionA proactive and self-motivated mindset, with the ability to work independently as well as part of a teamMust be an Australian Citizen, permanent resident or valid working visa with Australian experienceBenefitsCareer progression opportunitiesFlexibility to suit your lifestyleMentoring and continuing educationOngoing training and developmentFriendly and supportive teamSalary negotiable pending experienceIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to ******, or call us now on 0456 148 ***.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.#2884897 Be careful - Don't provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .
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