Client Overview
Join a professional Australian financial planning firm with a structured, compliance-driven environment and a strong focus on process excellence. The team is committed to delivering high-quality client service while maintaining rigorous documentation and implementation standards. You’ll be working closely with the Head of Financial Planning Administration in a supportive, training-focused environment where financial services experience can be developed from the ground up.
Role Overview
We are looking for a detail-oriented and dependable Financial Planning Assistant (Junior) to support the Financial Planning Administration Team with delegated administrative and implementation tasks across client files.
This is a structured, process-driven role ideal for someone who thrives on accuracy, organisation, and follow-through. Many financial services-specific tasks (including superannuation and insurance administration) can be taught through internal training. What’s essential is reliability, accountability, and the ability to execute tasks carefully while maintaining confidentiality and professionalism.
You will not provide financial advice but will support the implementation and administration process behind client recommendations.
Schedule: 40 hours per week with 30 minutes paid break, between 9:30-5:30pm, Monday to Friday.
Client Timezone: Melbourne VIC
Reports to: Head of Financial Planning Administration
Independent Contractor Perks
- Health insurance in eligible locations
- Permanent work from home
- Immediate hiring
Key Responsibilities:
File & Task Execution
- Execute delegated administrative and implementation tasks across individual client files
- Maintain accurate task updates and proactively escalate blockers or missing information
- Ensure work is completed within required timeframes and internal standards
Client Service & Scheduling
- Coordinate client meetings, including booking, confirmations, and reminders
- Track outstanding documents and prerequisites prior to meetings
- Provide clear internal progress updates and client updates when directed
CRM & Documentation Management
- Maintain accurate and complete records in Zoho CRM (training provided)
- Request, collect, and organise client documents in line with compliance standards
- Prepare correspondence, implementation packs, and checklists using approved templates
- Ensure correct file naming conventions and document traceability
Data Entry & Administrative Support
- Accurately transfer client data into internal systems and templates
- Check documentation for completeness and consistency
- Flag discrepancies or missing information for review
Provider Liaison (Training Provided)
- Liaise with superannuation funds, insurers, and investment platforms
- Submit documentation and follow up on implementation progress
- Track provider timeframes and document outcomes in CRM
SOA Implementation Support
On a delegated basis, support the implementation of accepted Statements of Advice (SOAs), including:
- Preparing and processing forms and documentation
- Coordinating account establishment and platform actions
- Processing rollovers, contributions, investment switches, and beneficiary updates
- Supporting insurance applications, underwriting, and servicing requests
- Obtaining signatures and required identification
- Lodging requests with providers and closing out documentation loops
Workflow & Process Improvement
- Maintain registers and tracking checklists
- Identify recurring bottlenecks or inefficiencies
- Contribute to continuous process improvements
Core Systems & Tools
- Zoho CRM (training provided)
- AdviserLogic (training provided)
- Microsoft Office (Outlook, Teams, Word, Excel)
- Provider portals and practice systems
Key Performance Indicators (KPIs)
- Timely completion of delegated tasks
- Proactive identification and escalation of blockers
- High accuracy in documentation and submissions
- Strong CRM hygiene (clear notes, status updates, traceability)
- Clear, concise internal communication
- Reduced rework due to incomplete forms or missing documentation
Requirements
- Proven reliability and strong attention to detail
- Experience in an administrative or client service role
- Familiarity with CRM systems and task tracking
- Strong written and verbal English communication skills
- Proficiency in Microsoft Office
- High level of professionalism and confidentiality
Nice to Have (Not Required):
- Experience with AdviserLogic
- Background in Australian financial services (financial planning, superannuation, insurance)
- RG146 completed or commenced
- Interest in progressing toward paraplanning or advice support roles
Ideal Candidate Profile
- Takes ownership of tasks from start to finish
- Proactively communicates progress and issues
- Comfortable working within structured processes
- Maintains high standards of accuracy and documentation
- Team-oriented and adaptable to shifting priorities
Side Note
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This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.
Reminder
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Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.