Financial Planning Administration Officer

About the role

FAA, a family-owned business focused on helping clients grow their financial wealth for retirement, is looking for an experienced financial planning administration support professional. The role is based in the Maroochydore office, Monday to Friday, and involves coordinating client appointments, preparing documents and handling client follow-ups.

Key responsibilities

• Implement strategies in line with the SOA
• Coordinate client appointments and services, including preparing documents
• Handle incoming and outgoing phone calls, emails and correspondence
• Provide excellent customer service to clients and staff
• Maintain accurate and up-to-date records and databases (file noting, scanning, data entry)
• Perform various administrative duties

Required profile

• Experience in financial planning administration processes and compliance requirements
• Extremely diligent attention to detail
• Ability to prioritise and manage a busy workload, with effective administration and time management
• Ability to work in a changing environment and deliver excellent customer service
• Excellent English, grammar and communication skills
• Open to being trained in new technical and intellectual skills
• Polite, courteous and friendly to clients and colleagues, with a strong work ethic
• Right to live and work in the location

Required skills

• Basic math and computer skills (tested at interview)
• Telephone manner
• Ability to work independently and as part of a team

What we offer

• Salary of $70,000 to $80,000 depending on experience
• Full-time Monday to Friday, with flexi hours and a 4-day week possible after 6 months
• Employee benefit program including Novated and Associated Leasing
• Monthly team development club activities, staff BBQs and awards
• Fun Club committee organising in-office activities
• Continuous training and mentorship
• Discounted access to the company's financial services

To apply, submit a resume and a cover letter explaining how you meet the required attributes; the cover letter is part of the application process.