Financial Planning Admin & Client Care (12‐Month Contract) (Sydney)

Financial Planning Admin & Client Care (12‐Month Contract) (Sydney)

22 Oct
|
Roundtree Search
|
Sydney

22 Oct

Roundtree Search

Sydney

BJAK is seeking a Financial Planning Administration Support on a part time basis at our Northern Beaches location.
The role is a 12-month contract with potential extension, providing client care to Investment and Superannuation clients and back-office support to the Financial Planning teams.Responsibilities include coordinating appointments, LOA checks and processing, data gathering, and ensuring compliance while supporting advisers and platforms.
Prior experience with XPLAN is preferred.
#J-*****-Ljbffr

📌 Financial Planning Admin & Client Care (12‐Month Contract) (Sydney)
🏢 Roundtree Search
📍 Sydney

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