Company Overview
Join a respected, high-performing financial planning firm that blends boutique culture with the standards of a national organisation. This client-focused business is experiencing strong growth and offers long-term career opportunities in a collaborative, people-first environment.
Role Overview
You’ll play a key role supporting senior advisers, managing day-to-day administration, and improving workflow efficiency. This is an opportunity to take ownership and contribute to a growing advice team.
Key Responsibilities:
- Schedule and manage client appointments
- Process documentation and administrative tasks
- Update client data in XPLAN
- Support implementation of financial advice
- Drive continuous improvement in workflows
- Experience in a client services role within financial advice
- Strong problem-solving and proactive mindset
- Excellent written and verbal communication skills
- Confidence working with CRM systems (XPLAN experience ideal)
- Detail-oriented with a focus on quality and efficiency
- Competitive salary + financial and non-financial benefits
- Flexible working arrangements
- Rewarding team culture that recognises performance
- Career progression in a growing business
Click ‘APPLY’
or contact Ben MacKenzie
at ben.mackenzie@profusiongroup.com
for a confidential discussion.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
