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 DoingClient & Adviser SupportGreeting clients in a professional and courteous mannerAnswering phone calls, taking minutes, and preparing for weekly meetingsBooking client appointments, including annual reviewsContacting clients to follow up on documentation or provide work updatesFull administration support to Senior Financial AdvisersDocumentation & ComplianceOrganising and maintaining client files, including scanning and filingAssisting with the production of Client Review documents in line with company guidelinesEnsuring advice documents are compliant, accurate, and professionally presentedKeeping the Adviser Logic CRM up to date with file notes and saved documentsPreparing execution-only letters, Fee Consent agreements, and client/fund manager correspondenceProduct & Implementation SupportResearching products and updating TMDs, PDS documents, and fund performance dataImplementing and lodging client business with Fund Managers, Investment Managers, and Insurance Providers following SOAs and RoAsImplementing trades, switches, and rebalances on platforms as advisedLiaising with Fund Managers, Investment Managers, Insurance Providers, and Government Agencies on rollovers, insurance applications, investments,



and online accessFollowing up on client investments and superannuation, and supporting the Administration & Paraplanning team as neededTeam & DevelopmentLiaising across all areas of the business to ensure accurate, well-communicated dataProviding timely feedback to Advisers on any amendments needed for SOAs or related documentsAssisting in training other administrators as requiredParticipating in team-building activitiesAttending all training and legislative sessions required under licensing obligationsSupporting with any other reasonable duties as requiredAbout YouExperience in a financial services role (preferred)A motivated, proactive attitude and genuine passion for the workHigh attention to detail and strong time management skillsSound judgement and the initiative to solve problems and suggest process improvementsStrong communication skills and a collaborative, team-oriented approachSolid computer literacy, including confidence with Microsoft Word and ExcelExperience with XPlan or Adviser Logic CRM highly desirableWhy Join UsA qualified, supportive, and friendly culture where staff are genuinely valuedThe opportunity to see, first-hand, the real difference you make in our clients' livesExcellent benefits, including Birthday Leave, take 4 get 5 Leave, and reimbursement for financial planning.Be careful - Don't provide your bank or credit card details when applying for jobs.
Don't transfer any money or complete suspicious online surveys.
If you see something suspicious, report this job ad .
#J-*****-Ljbffr

📌 Financial Planning Support Officer (New South Wales)
🏢 COUNT
📍 New South Wales