Job Description
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Fitzroy Financial Advice Pty Ltd – Rockhampton QLD
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Fitzroy Financial Advice Pty Ltd is a dedicated financial advisory firm committed to providing comprehensive financial planning and advice to our clients. We pride ourselves on building long-term relationships with our customers through personalised service, professional expertise, and a commitment to understanding their financial goals. Our team works collaboratively to deliver outstanding results and maintain the highest standards of professionalism and integrity in everything we do.
About the role n
We are seeking a talented and organised
Financial Planning Assistant
to join our team in Rockhampton, QLD on a
full-time or part-time basis
. This is a multifaceted position that sits at the heart of our operations, providing essential support to our financial planners whilst delivering exceptional customer service to our clients. You will play a crucial role in ensuring the smooth running of our office and contribute directly to the success of our financial planning services. This role offers the opportunity to work in a professional environment where attention to detail and customer-focused service are highly valued.
Key responsibilities n
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Provide comprehensive administrative support to financial planners, including scheduling appointments, managing calendars and coordinating client meetings
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Deliver outstanding customer service to clients via telephone, email and in person, responding promptly to enquiries and resolving issues professionally
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Prepare and maintain client files, documentation and records in accordance with regulatory requirements and company procedures
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Process client requests, applications and financial documents accurately and efficiently
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Data entry and maintenance of client management systems and databases
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Coordinate and organise meetings, events and client communications
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Support the financial planning team with document preparation, proofreading and distribution
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Handle general office administration including mail management, filing and office supplies ordering
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Assist with compliance-related tasks and ensure adherence to financial services regulations
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Perform additional duties as required to support the smooth operation of the business
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What we're looking for n
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Proven experience in an administrative, customer service or similar support role within a professional environment
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Strong organisational and time management skills with the ability to prioritise multiple tasks
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Excellent written and verbal communication skills with a professional demeanour
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Proficiency in Microsoft Office applications (Word, Excel, Outlook) and general IT competency
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A genuine commitment to providing exceptional customer service
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Attention to detail and accuracy in all aspects of work
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Ability to work both independently and as part of a collaborative team
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Reliability, discretion and professional integrity when handling sensitive client information
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Customer relationship management (CRM, X-Plan) system experience is desirable
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Knowledge of financial services or the financial planning industry is advantageous but not essential
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A willingness to learn and develop within a professional services environment
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What we offer n
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A supportive and skilled workplace culture where your contributions are valued and recognised
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Opportunity to work with a dedicated team of financial professionals
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Ongoing training and development to enhance your skills and knowledge
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#J-*****-Ljbffr

📌 Financial Planning Assistant (Rockhampton)
🏢 Fitzroy Financial Advice
📍 Rockhampton