Financial Planning Assistant: Client Services & Compliance (Australia)

Financial Planning Assistant: Client Services & Compliance (Australia)

05 Aug
|
Integrity Staffing
|
Australia

05 Aug

Integrity Staffing

Australia

Integrity Staffing is seeking a Financial Planning Assistant to deliver high-quality administrative and client service support within a well-regarded financial advisory business. You will work closely with advisers and clients, ensuring accurate documentation, CRM maintenance and timely completion of tasks.

The role involves preparing documentation, supporting recent business and client reviews, liaising with product providers, and ensuring compliance across the planning process.

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📌 Financial Planning Assistant: Client Services & Compliance (Australia)
🏢 Integrity Staffing
📍 Australia

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