This is a great opportunity to join a small, growing financial planning firm as a Financial Administrator. We are looking for someone who is a super-organised, all-rounder who can support with advice admin but also more broader administrative work for the team. Ideally you have some experience with Intelliflo back office system.
Key responsibilities
*Assist with annual reviews and advice
*Help prepare documents prior to meetings
*Maintain client database and records
*Providing post meeting support
*Onboarding new clients
*Managing team diary and answering telepone calls
*General office administration duties
Essential skills:
• Excellent organisational skills
• Good eye for detail and accuracy
• Gets things done - a doer and completes the task well
• Excellent IT skills and proficient in Microsoft Office products


We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm or related financial services organisation.
The role can be 4 days a week where 2 days are in the office and rest at home/remote.