Count Wealth are looking to recruit a full-time Financial Planning Support Officer to join our Parramatta office. In this role, you'll provide vital administrative and client support to our Financial Advisers, helping ensure the smooth day-to-day running of their practice — and playing a direct part in the positive outcomes we deliver for our clients.

What You'll Be Doing

Client & Adviser Support

- Greeting clients in a professional and courteous manner
- Answering phone calls, taking minutes, and preparing for weekly meetings
- Booking client appointments, including annual reviews
- Contacting clients to follow up on documentation or provide work updates
- Full administration support to Senior Financial Advisers

Documentation & Compliance

- Organising and maintaining client files, including scanning and filing
- Assisting with the production of Client Review documents in line with company guidelines
- Ensuring advice documents are compliant, accurate, and professionally presented
- Keeping the Adviser Logic CRM up to date with file notes and saved documents
- Preparing execution-only letters, Fee Consent agreements, and client/fund manager correspondence

Product & Implementation Support

- Researching products and updating TMDs, PDS documents, and fund performance data
- Implementing and lodging client business with Fund Managers, Investment Managers, and Insurance Providers following SOAs and RoAs
- Implementing trades, switches, and rebalances on platforms as advised
- Liaising with Fund Managers, Investment Managers,



Insurance Providers, and Government Agencies on rollovers, insurance applications, investments, and online access
- Following up on client investments and superannuation, and supporting the Administration & Paraplanning team as needed

Team & Development

- Liaising across all areas of the business to ensure accurate, well-communicated data
- Providing timely feedback to Advisers on any amendments needed for SOAs or related documents
- Assisting in training other administrators as required
- Participating in team-building activities
- Attending all training and legislative sessions required under licensing obligations
- Supporting with any other reasonable duties as required

About You

- Experience in a financial services role (preferred)
- A motivated, proactive attitude and genuine passion for the work
- High attention to detail and strong time management skills
- Sound judgement and the initiative to solve problems and suggest process improvements
- Strong communication skills and a cooperative, team-oriented approach
- Solid computer literacy, including confidence with Microsoft Word and Excel
- Experience with XPlan or Adviser Logic CRM highly desirable

Why Join Us

- A professional, supportive, and friendly culture where staff are genuinely valued
- The opportunity to see, first-hand, the real difference you make in our clients' lives
- Excellent benefits, including Birthday Leave, take 4 get 5 Leave, and reimbursement for financial planning.

📌 Financial Planning Support Officer (Parramatta)
🏢 COUNT
📍 Parramatta