The Opportunity:
Investlink Group is an established financial planning practice based in Parramatta, focused on providing personalised advice and building long-term relationships with our clients.
We are looking for a motivated and organised
Financial Planning Administrative Officer
to join our team.
This is a great opportunity for someone with
administrative experience who is interested in financial planning and financial services
.
Some previous exposure to the industry would be an advantage, but extensive financial planning experience is not required.
You'll receive support and training while gaining hands‐on exposure to the financial advice process and developing your knowledge over time.
This is a
full‐time, office‐based role in Parramatta
.
Key Responsibilities:
Provide day-to-day administrative support to our financial advisers and team
Assist with client applications, forms and documentation
Maintain accurate client records and data
Liaise with clients and financial service providers
Assist with client meeting preparation and follow‐ups
Use financial planning software and online platforms
Follow up outstanding requests and applications




Support the team with general administration and client service
Help ensure client work is completed accurately and on time
About You
We're looking for someone who is:
Experienced in administration, customer service or a similar support role
Organised with strong attention to detail
Confident communicating with clients and colleagues
Comfortable using Microsoft Office and learning new software
Reliable and able to manage multiple tasks and priorities
Proactive, positive and willing to learn
Interested in developing their knowledge of financial planning and financial services
Previous experience in
financial planning, banking, superannuation, insurance or financial services
would be highly regarded but is not essential.
Studies or qualifications in
Business, Finance, Commerce or Financial Planning
would also be an advantage.
Why Join Investlink Group?
Friendly and supportive team workplace
Hands‐on exposure to the financial planning industry
Training and ongoing development
Learn directly from experienced financial advisers
Opportunity to develop your skills and responsibilities over time
#J-*****-Ljbffr

📌 Financial Planning Administrative Officer (Sydney)
🏢 Investlink Group
📍 Sydney