EARN $85,000 Super Bonus | Flexible Fridays Monthly Team Lunch Join a Reputable, Self Licensed Financial Planning Firm Based In Robina Long Term Career Opportunities | Supportive & Tight Knit Team Environment About The Company Our client is a fully self-licensed, independent financial planning business with over 35 years of experience delivering specialist retirement advice to clients and families across Australia. With a clear mission to deliver sustainable, best interest advice and a strong culture built on respect, honesty, accountability and relationships, they pride themselves on fostering trusted, long-term client connections. About The Opportunity The primary purpose of this position is to ensure high-quality, professional client service and to provide critical administrative support to Advisers and the technical team. Reporting directly to the Licence and Administrative Co-ordinator , some of your responsibilities will include: Maintaining accurate client records and data in Xplan and SharePoint Supporting compliance, documentation, adviser diaries, and internal workflow Proactively supporting Advisers in delivering new business and ongoing services Liaising with fund managers, Centrelink, share registries and other key stakeholders Managing the client experience across phone, email and face-to-face communication Participating in internal meetings and contributing to a culture of continual improvement Preparing client files, reports and implementation documents, including superannuation, pension and investment portfolios About You The successful candidate will have: Minimum 3 years’ experience in a client service or financial services admin role Xplan experience preferred Diploma of Financial Services (preferred) Excellent organisational and communication skills Strong attention to detail and high level of integrity Sound understanding of financial planning concepts and services Adaptability, initiative, and a proactive approach to problem solving A team-first attitude, professional demeanour, and ability to meet deadlines What's In It For You? Off-Street Parking Available Friday Morning Coffee Runs $85K Super Annual Bonus Up To 5% Full Time, In-Office Role-Based In Robina, QLD Monthly Team Lunch Paid For By The Company Flexible Fridays – Leave Early If Weekly Work Is On Track Long-Term Career Opportunity With A Stable, Respected Firm Friendly, Collaborative Team Where All Advisers Are Equity Partners Apply today and don’t miss out on this exceptional opportunity to join a company that truly values its people and clients.
