We are a well-established Bunbury based financial planning practice seeking an experienced and highly organised Financial Planner Assistant to join our Team.

This key full-time role supports one of our Financial Planners while ensuring Clients receive exceptional service, high-quality advice support, and a seamless overall experience.

This is a diverse and rewarding role with real responsibility.

This role is ideal for someone who highly organised, proactive and professional to support the day-to-day operations of a fast paced and growing business.

About the Role

As a Financial Planner Assistant, you’ll provide day-to-day administrative support to our financial planners.

Your duties will include booking and confirming appointments, preparing documents for client meetings, drafting advisor file notes, updating client records and following up on paperwork. You’ll also respond to routine client enquiries, direct questions to the right team member and help with general office tasks.

This role would suit someone who is organised, enjoys working with people and takes pride in getting the details right.

Key Responsibilities

- Build and maintain Client rapport

- Assist with booking appointments and keeping the financial planner’s calendar up to date.

- Coordinate all forms of meetings, travel and accommodation

- Assist with inbox and phone management

- Prepare file notes, supporting documentation, reports and correspondence

- Support day-to-day business operations

- Facilitate Client communications, meeting reminders, and follow-up correspondence

- Gather Client information and documentation required for advice preparation

- Data entry associated with financial planning software

- Support compliance audits

- General administration and organisational support

About You To be successful in this role, you will need to demonstrate:

- Excellent organisational and time management skills





- Be well presented and trustworthy

- Self-motivated and able to take initiative

- Strong written and verbal communication skills, with the ability to communicate with people at all levels

- Excellent attention to detail and data entry accuracy

- Strong interpersonal skills with a genuine Client focused approach
- The ability to prioritise tasks and work effectively within a team environment

- Proficiency in Microsoft Office Suite and general computer systems

Previous industry experience will be highly regarded as would any prior involvement with Centrelink and the use of Xplan, Advisor Logic, and Class software packages.

This role is 100% office-based with standard business hours; however, some flexibility may occasionally be required to accommodate Client meetings outside of regular hours.

This role is ideal for someone who enjoys variety in their day and can confidently manage multiple tasks while maintaining a high level of professionalism and confidentiality.

What We Offer

Goldline Financial Planning is a leading financial services firm with a strong presence in the Bunbury region. We pride ourselves on delivering exceptional customer service and tailored financial solutions to our Clients. Our Team of experienced professionals are passionate about helping our Clients achieve their financial goals, and we are committed to fostering a positive, supportive, rewarding work environment.

In addition to a competitive salary, we offer:

- A supportive Team environment
- A stable long-term prospect

- Varied and rewarding work

- Ongoing assistance and development opportunities
- A positive workplace culture where teamwork and Client care are highly valued

If you’re someone who enjoys keeping everything organised and running as efficiently as possible, we’d love to hear from you.

Please have all applications, cover letters or any queries addressed to Paul.

All communication is treated confidentially - thank you.

📌 Financial Planner Assistant (Bunbury)
🏢 GOLDLINE FINANCIAL PLANNING
📍 Bunbury