Financial Planning Admin & Client Care 12‑month Contract Sydney

Financial Planning Admin & Client Care 12‑month Contract Sydney

23 Oct
|
Roundtree Search
|
Sydney

23 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.
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📌 Financial Planning Admin & Client Care 12‑month Contract Sydney
🏢 Roundtree Search
📍 Sydney

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