Job Description
Join Diane Pendle, Inc as an AU Senior Financial Planning Administrator and become a key player in delivering high-quality financial planning support that drives real client outcomes and accelerates your career growth.
In this critical role, you will collaborate with our Australian financial planning team to provide exceptional administrative and technical support for client portfolios. Your expertise will directly impact the delivery of comprehensive financial solutions to our valued Australian clients.
We are looking for a detail-oriented professional who thrives in a dynamic environment and is passionate about contributing to successful client relationships. This position offers the unique advantage of requiring only one onsite presence per month, providing flexibility while maintaining meaningful engagement with our team.
Why Join Us:
- Opportunity to work with a respected financial services firm
- Flexible work arrangement with only monthly onsite requirements
- Professional development and career advancement potential
- Exposure to Australian financial planning standards and practices
- Collaborative and supportive team environment
Take the next step in your financial services career and apply today!
Responsibilities
- Provide comprehensive administrative support for Australian financial planning operations
- Prepare and process financial planning documents, reports, and client correspondence
- Coordinate with advisors to ensure accurate client portfolio management and documentation
- Maintain client records and ensure compliance with Australian financial regulations
- Assist in the preparation of financial plans, SOA (Statement of Advice), and related documentation
- Support the implementation of financial recommendations and strategies
- Conduct research and analysis to assist in developing client financial solutions
- Collaborate with cross-functional teams to deliver exceptional client service
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- Minimum of 3-5 years of experience in financial planning administration or client services
- Strong knowledge of Australian financial planning regulations and compliance standards
- Proficiency in financial planning software and MS Office Suite
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills in English
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Professional certification (e.g., FNS40217 Certificate IV in Finance and Mortgage Broking) is an advantage