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Financial Administration Assistant / Paraplanner

Job No: RS29135
Location: Sydney CBD, NSW

  • EARN $55,000 Per Annum | Negotiable Salary + Superannuation

  • Join an Established & Successful Boutique Financial Planning Business

  • Opportunity to Build Your Career & Progress into a Paraplanner

  • Challenge Yourself in a Rewarding & Varied Role | On-Going Training

  • Work with a Small Close Knit Team & Enjoy Social Events in Sydney's CBD

Our Client

Our client is a boutique Financial Planning firm located in Sydney's CBD. Providing expert advice to people from all walks of life and corporate businesses, our client allows their customers to access a range of financial services that can make them wealthier and more secure. They pride themselves on their professional and quality service and offer long term career opportunities and a work/ life balance to their staff. 

The Opportunity

Our client is seeking a Financial Administration Assistant / Paraplanner to join their company in Sydney CBD, NSW with the potential to earn up to $55,000 per annum | negotiable salary dependent on experience + superannuation.

Ideally, our client is looking for someone who may already be a paraplanner or looking to take the next step in their career.

The primary purpose of this position is to provide excellent support and customer service to clients and the Financial Planner. 

Reporting directly to the Financial Advisor your responsibilities include:

  • Manage new and existing client data and ensuring files are up to date
  • Answering and responding the clients queries on the phone and via email
  • Liaising with clients, insurance companies and fund management companies
  • Delivering an efficient and effective service to clients
  • Preparing for meetings and new settlement invoices for clients

To be successful in this role you will have 2 + administration experience within the financial services industry. Additionally, you will have exceptional MS office skills combined with excellent written and verbal communication skills.

Furthermore, the ideal candidate will possess strong attention to detail to be able to document all work with accuracy.

If you are looking to progress your career in a successful and supportive environment, apply today and don't miss out starting this exciting opportunity as soon as possible.


IMPORTANT: Application Form Instructions (Please Read)

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Good Luck from the Recruit Shop Team!

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