Financial Planning Assistant

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Do you enjoy the operations side of Financial Planning? This could be the role for you!

Summary about this job

Financial Planning

Company: Randstad - Banking & Financial Services

Location: Melbourne

Work type: Full Time

Salary: $60k - $70k p.a.

Phone: +61-3-1387-9085

Fax: +61-2-5441-9856

E-mail: n\a

Site:

Detail information about job Financial Planning Assistant. Terms and conditions vacancy

  • Inner suburbs
  • $60k - $70k + super
  • Flexible working hours



About the company:

Our client is a well established financial planning practice based in the Inner Suburbs of Melbourne.

They are looking to hire a client services assistant to join an office environment offering Financial Planning, legal and accounting services all within footsteps of each other!

This family owned business offers flexible working hours for the right candidate who will own their duties and build their function in the business to become an intergral part of the team.

This role is ideal for someone who enjoys the operations side of financial planning.

About the role:

  • Assisting Financial Planners on their day to day administrative tasks
  • Assisting with research and implementation
  • XPLAN experience required
About the candidate:

  • Experience in a similar capacity within a financial planning practice
  • Strong administrative skills
For further information or any questions about the role please contact Matthew Jarrott on 03 8319 1202 or [email protected]

Click on the Apply now button.



At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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