Senior Financial Planning Admin Client & Compliance City Of Ballarat

Senior Financial Planning Admin Client & Compliance City Of Ballarat

07 Sep
|
Butler
|
City of Ballarat

07 Sep

Butler

City of 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, in office 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.
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📌 Senior Financial Planning Admin Client & Compliance City Of Ballarat
🏢 Butler
📍 City of Ballarat

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