Financial Planning Assistant

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: TYPE OF WORK

Full Time

: SALARY

45000

: HOURS PER WEEK

40

: DATE UPDATED

Aug 14, 2026

JOB OVERVIEW

Alex Brown Strategic Financial Planners is a family-owned financial planning practice based in Gawler, SA, Australia. They are dedicated to delivering personalised, strategic advice that empowers clients to achieve financial clarity, confidence, and long-term success.

The Role:
The Financial Planning Assistant (working from home role) provides vital support to the financial planning team by conducting product research, preparing documentation, and coordinating workflow to ensure smooth and efficient delivery of advice. This role plays a key part in maintaining client relationships, supporting paraplanners, and managing administrative processes across the business. Seeking an experienced candidate in a similar role with a minimum of 2-3 years.

Key Responsibilities:
- File Preparation & Administration
- Prepare and refine client data for follow-up appointments.
- Produce service agreements, Third-Party Authorities (TPAs), and supporting documentation.
- Manage invoice creation for follow-up preparation work.
- Coordinate incoming and outgoing phone calls with clients and product providers.
- Oversee third-party authority requests, tracking, and updates.

Client & Workflow Management:
- Manage client tasks and workflow within Plutosoft.
- Support clients in uploading required documents through MyProsperity.
- Maintain client information and oversee task progress within ---------- .
- Schedule and organise client appointments using Calendly.

Research & Product Support:
- Conduct product research in consultation with paraplanners and financial planners.
- Review existing financial products and contribute to advice preparation.
- Liaise with Business Development Managers and product providers where required.

Key Relationships
This role requires strong working relationships with:
- Financial Planners
-Paraplanners and internal team members

Referral partners
- Business Development Managers from product providers

Core Competencies
- Communicates Effectively
- Clear and professional communication across written and verbal channels.
- Client and Consumer Focus
- Delivers an exceptional service experience and upholds client-first principles.

Integrity and Ethical Behaviour
- Acts honestly, professionally, and in line with regulatory and ethical standards.

Partnerships and Teamwork
- Collaborates effectively with colleagues and external partners to achieve shared goals.

Decision-Making
- Exercises sound judgement and takes responsibility for outcomes.

Workflow Management
- Manages competing priorities efficiently and meets time and resource expectations.

Adaptability
- Welcomes and supports improvements, new processes, and organisational change.

Learning Orientation
- Actively develops skills and contributes to a culture of continuous improvement.

Commitment to Excellence
- Strives to exceed expectations and deliver high-quality work.

Technical Competencies Essential
- Strong client relationship support skills.
- Excellent time management and follow-up discipline.
- Strong communication skills adaptable to various audiences.
- Ability to build and maintain effective working relationships.
- Highly organised with the ability to manage multiple tasks.
- Proficient in Outlook and email communication.
- Experience using financial planning software.
- Strong Microsoft Word skills.
- Basic knowledge of Microsoft Excel.
- Technological proficiency when switching between multiple systems.
- Knowledge and experience with personal insurance products.

Desirable
- Advanced Excel skills, including formulas.
- Experience with investment platforms, insurance products, and SMSFs.
- Broad knowledge of the financial services industry, legislation, and regulatory environment.
- Additional experience with financial planning software platforms.

SKILL REQUIREMENT

Financial Planning

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Financial Planning Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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