Connect Financial Planning Services is a busy and growing financial planning business with offices in Casino and Kyogle. We are currently seeking an organised, motivated, and enthusiastic individual to join our team in our Lismore office. We offer a friendly, supportive work environment and flexible working hours for the right candidate. About the Role This position provides paraplanning and administrative support, including but not limited to: Preparation of advice documentsImplementation of advicePreparing documentation and portfolio reports for client reviews and meetingsClient file and database managementManaging correspondence to and from clientsLiaising with product providers, including Centrelink, to obtain required informationAbout You The successful applicant will demonstrate: Excellent verbal and written communication skillsHigh attention to detailStrong organisational skills and the ability to manage multiple tasksSkills & Experience Preferred: Previous experience in a similar role within a financial planning businessExperience using Xplan softwareExperience with Microsoft TeamsEssential: Proficiency in Microsoft Office (Word, Excel, Outlook)Additional Information Position based onsite in LismoreImmediate start availableIf you are a proactive team player looking to join a growing financial planning business, we would love to hear from you.
