We are seeking a motivated candidate to join our team as a Financial Planning assistantAustralian work rights are required for this position.This role provides critical operational support, ensuring high-quality file preparation, research, reporting, compliance, while relieving workload pressures from our CSOs.
The role will also provide reception relief as needed.The successful candidate will work closely with our Offshore and Paraplanning Team Leader, gaining hands‐on exposure to financial planning operations while building skilled skills in a structured, supervised environment.Key responsibilities:Paraplanning & Client ServicesRisk inbox triage and initial administrationAssist with processing review filesSupport SOA preparation and file processingReception & Operational SupportProvide reception relief when requiredSupport team with ad-hoc client service tasksAssist in maintaining operational checklists and process documentationKey Skills & AttributesStrong attention to detail and accuracyOrganised and process-driven, with ability to manage multiple tasksBasic proficiency in Excel and office softwareXPLAN experience highly regardedExperience or exposure to personal insurance highly regardedStrong communication skills, professional attitude,



and ability to work collaborativelyComfortable following checklists and processes while being proactive in identifying errorsFull-time Junior role with structured training and supervisionSuitable for students studying Financial PlanningHands‐on exposure to financial planning operations, including claims processing and review file managementOpportunity to develop skilled skills in research, client service, and paraplanningCollaborative team setting and mentorship from senior staffFlexible involvement in both operational support and client‐facing workflowsKey Performance IndicatorsTimely completion of research, reports, claims support, and file preparationEfficient risk inbox triage and operational supportContribution to reducing CSO workload and improving adviser turnaround timeImportant: This is a in-office role covering reception relief.
Applicants must have full working rights in Australia and be able to attend the office located at Mile End, SA .
Applications from candidates unable to meet these requirements will not be considered.Salary is dependent on and will be negotiated based on experience.
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📌 Financial Planning Assistant Adelaide (Australia)
🏢 Important Company of the Sector
📍 Australia