Financial Planning Administration (CSO)

Financial Planning Administrator (CSO)/ Team Leader

About Us:
We are a leading boutique financial advisory firm, established in 1982, with our own Australian Financial Services License (AFSL). We provide tailored financial advice to a diverse client base, specializing in investment management, retirement planning, estate planning, and risk management. Additionally, we are a Registered Tax Agent and established the HJB Managed Account in 2018.

Our Vision:
We have a clear vision for our future and a defined purpose for our existence. Our firm operates based on strong core philosophies and values that shape our culture and guide our approach to client service.

Core Values:

• Client Focused

• Colleague Focused

• Longstanding Clients

• Integrity

• Excellence

• New Thinking

• Team Spirited

Position Overview:
We are seeking a proactive and detail-oriented Financial Planning Administrator Team Lead to join our Fortitude Valley practice. This role serves as the first point of contact for clients and provides essential administrative support to our Financial Advisers and Accountancy practice

Australian permanent residency is required for this position.

Key Responsibilities:

• Providing high level administrative support to the financial advisory and accounting teams

• Collaborates effectively with all staff members

• Solid engagement skills with financial advisers and internal colleagues

• Ontime management of client records, ensuring compliance within regulatory requirements

• An independent thinker who engages with new ideas

• Solid experience in using financial planing platforms with key areas excelling at client information collection and application and forms processing

• Exposure and experience with AI models

• Experience with any major financial planning platform is required to excel at client information collection and application processing.

• Experienced at engaging platform and insurance personel to problem solve and facilitate completion of submissions

Requirements:

• Excellent written and verbal communication skills

• Strong attention to detail

• Great multi-tasking and organizational skills

• Demonstrated competency of the Microsoft Office suite

• Knowledge of XERO and other financial software experience is a nice to have

Requirements:

Experience in financial planning administration or a related financial services role is required - transferable skills may be considered

A minimum of 5+ years of experience in financial planning administration or related financial services is required for this role

Excellent written and verbal communication skills

Leadership and mentorship skills are within the scope of the role

Strong attention to detail and ability to manage multiple tasks efficiently

Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Experience with Xero invoice and other financial software is advantageous

XPLAN, financial platforms and other financial planning software experience is a good base

Ability to work independently while also being a team player

Strong organizational skills and a proactive approach to problem-solving

What We Offer:

• Opportunity for career progression within the firm

• Training and mentorship from experienced professionals

• A supportive, professional, and values-driven work environment

If you are an experienced administrator with a keen interest in financial services and a desire to grow within a well-established firm, we encourage you to apply!

Our practice is conveniently close to a wide variety of food options and public transport