Our client, a well-regarded and established financial advisory business is seeking an experienced
Financial Planning Assistant
to provide high-quality administrative and client service support.
Reporting directly to
the Managing Director,
this is a varied and significant position supporting the administration, implementation and ongoing management of the financial planning process.
The role will suit someone who enjoys working closely with advisers and clients, takes pride in accuracy and compliance, and can confidently manage multiple priorities.
The role
Your responsibilities will include:
Preparing and processing advice documentation, application forms, execution-only documents and associated paperwork
Supporting the implementation of new business and ongoing client reviews
Maintaining accurate client information, records and documentation within the CRM
Preparing reverse fact finds, reports and documentation for upcoming client meetings
Liaising with clients, product providers, Centrelink and other third parties
Coordinating third-party authorities and obtaining policy and investment information
Managing term deposit maturities and assisting with insurance administration
Sending documents through DocuSign and following up outstanding client signatures
Assisting with Fee Disclosure Statements, consent and opt-in requirements
Monitoring adviser calendars, workflows and assigned tasks to ensure deadlines are met
Maintaining compliant client files and ensuring records meet licensee requirements
Assisting clients with general enquiries,



withdrawals and administrative requests
Supporting SMSF documentation, seminars, newsletters and other client initiatives
Contributing to team meetings and ongoing process improvements
About you
To be successful in this position, you will ideally have:
At least
3–5 years' experience
in a Financial Planning Assistant, Client Services Officer or similar financial advice support role
A sound understanding of the financial planning advice and implementation process
Experience preparing and processing financial planning documentation and application forms
Strong client service and communication skills
Excellent attention to detail and a commitment to accuracy and compliance
The ability to manage competing priorities and complete tasks within agreed timeframes
Confidence liaising with advisers, clients, product providers and external stakeholders
Strong computer literacy and experience working with financial planning CRM and workflow systems
Experience using
Midwinter
, which would be highly regarded
A professional, proactive and team-focused approach.
What is on offer
A broad and varied role within an established financial advisory business
The opportunity to work directly with an experienced Financial Adviser
A client-focused and supportive team environment
Salary negotiable and commensurate with your skills and experience
An opportunity to commence as soon as possible
Apply now
Please submit your resume and a brief cover letter outlining your financial planning support experience, systems knowledge and availability to commence.

📌 Integrity Staffing - Financial Planning Assistant (Perth)
🏢 Integrity Staffing
📍 Perth