Client-Focused Financial Planning Assistant (Australia)

Client-Focused Financial Planning Assistant (Australia)

08 Nov
|
Australian Financial Planning Group
|
Australia

08 Nov

Australian Financial Planning Group

Australia

Australian Financial Planning Group is seeking a Financial Planning Assistant to support advisers, manage day-to-day client service tasks, and maintain smooth admin workflows. You will be the trusted client contact, helping with opt-ins, reviews, and diary management, ensuring timely delivery of quality financial planning outcomes.

The role suits someone with 2+ years in a similar field, a commitment to exceptional service, and solid communication and organizational skills.

📌 Client-Focused Financial Planning Assistant (Australia)
🏢 Australian Financial Planning Group
📍 Australia

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