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 (Australia)
🏢 Roundtree Search
📍 Australia
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