Senior Financial Planning Admin | Client & Compliance (Ballarat)

Senior Financial Planning Admin | Client & Compliance (Ballarat)

05 Sep
|
Butler
|
Ballarat

05 Sep

Butler

Ballarat

Butler Private Pty Ltd in Ballarat, VIC, is seeking a Senior Financial Planning Administrator to support advisers with financial plan preparation, documentation, and compliance checks.
This full time, on-site role focuses on client file management, processing applications and rollovers, coordinating reviews, and preparing reports and correspondence. You will liaise with clients and product providers and help maintain high service standards.
#J-*****-Ljbffr

📌 Senior Financial Planning Admin | Client & Compliance (Ballarat)
🏢 Butler
📍 Ballarat

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