Senior Financial Planning Admin | Client & Compliance (City of Ballarat)

Senior Financial Planning Admin | Client & Compliance (City of Ballarat)

24 Sep
|
Butler
|
City of Ballarat

24 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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