Job Overview

Our client is looking for a detail-oriented and dependable Financial Planning Assistant to support the Financial Planning Administration Team with delegated administrative and implementation tasks across client files.

You will not provide financial advice but will support the implementation and administration process behind client recommendations.

Reports to: Head of Financial Planning Administration

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. 

Schedule

Monday - Friday, 09:30 AM - 05:30 PM Melbourne, AEST, with 30 minutes paid break (40 work hours per week)

Responsibilities

• Task & Workflow Execution: Complete delegated tasks and implement accepted Statements of Advice (SOAs)—including forms, rollovers, account setups, and insurance applications—while keeping tracking registers updated and identifying process bottlenecks.
• Client & Meeting Coordination: Schedule meetings, send confirmations and reminders, track prerequisite documents, and provide timely progress updates to internal teams and clients.
• Data & CRM Management: Maintain accurate, complete client records in Zoho CRM and AdvisersLogic, ensuring proper data entry, file naming conventions, document traceability, and flagging missing details.
• Provider Liaison: Contact superannuation funds, insurers, and investment platforms to submit documentation, follow up on implementations, and monitor provider timeframes.
• Compliance & Quality Assurance: Collect and organize client documentation according to compliance standards, draft correspondence using approved templates, and ensure all work meets internal quality standards and deadlines.
• Core Systems & Tools
  • Zoho CRM (training provided)
  • AdviserLogic (training provided)
  • Microsoft Office (Outlook, Teams, Word, Excel)
  • Provider portals and practice systems

Requirements

• Experience in an administrative or client service role
• Familiarity with CRM systems and task tracking
• Proficiency in Microsoft Office

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

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.