Responsibilities

The Financial Planning Assistant will be responsible for preparing and lodging forms and documentation for various financial products, including superannuation, investments, and insurance. They will also track implementation tasks, manage internal databases and client records, draft emails and client correspondence, assist with report generation, and liaise with providers or platforms as needed, all while ensuring high accuracy and attention to detail. Furthermore, the role involves supporting the broader financial planning team with ad hoc tasks and maintaining a strong focus on client needs and aspirations.