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Excellent time management / highly organised
Preference is someone with a min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan or someone who has done admin tasks in a financial planning office.
Keen to contribute to a small team, work hard and improve business practices.
Someone who can help with implementation of existing and new business and will be responsible from start to finish to ensure the business completes in a compliant.

There is scope to increase your range of admin services to help with compliance, help with fds, osa, roa, soa , emails, client enquiries/ experience with super fund and insurance websites how to look up details / provide reports would be an advantage.
Quick learner that can be trained to help the cso with admin tasks,
rewards and bonus structures for the right person

Work Type


Role Type

Support Staff

Employment Type

Full Time

About the role

We are looking for a motivated, honest, friendly, punctual person who has
Advanced Microsoft Office Skills, excellent interpersonal, oral and written communication skills
Ability to achieve agreed outcomes and work to deadlines
Ability to accurately administer tasks in an efficient and professional manner.
We are a small business that prides itself on providing its clients with the best possible service possible. We try to ensure every client is treated special and making sure we uphold our integrity and good reputation. We will make sure any employees are treated in the same manner and provide bonuses to the right people who also are the right fit

Perks and benefits

Flexible working hours, computer provided if required, work office space provided if requireed or can work remotely, can work as casual as work comes in or take up more hours if wanted or required, we are flexible with hours and work load.

Skills and experience

prefer min 2years working as cso or admin for a financial adviser / min 2yrs with adviser logic or xplan/ must have experience working in a fp office working with an adviser, must have some experience with implementation and know some of the websites for insurance or investment companies.

implementation /admin assistant


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