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Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Be part of a team and culture that values people Excellent opportunity to add value in this influential role Based in Collins Street, Permanent Full Time Opportunity Shadforth Financial Group is one of Australias leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff. At Shadforth, we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing peoples skills, and offering careers, not just jobs. The opportunity to join our team We are currently seeking a self-motivated and enthusiastic Financial Planning Assistant to provide professional administrative support to the wealth management activities of the business. In this client-facing role, youll work closely with the Private Wealth Advisers (PWAs) to build and maintain relationships with new and existing clients and respond to general client queries and requests. This role includes administrative support for the PWAs, such as scheduling client meetings, diary management, preparing documents for client reviews, maintaining client records, and other general administrative tasks. Additionally, youll liaise with key stakeholders to ensure all client tasks are completed within set time frames. If you find this role appealing, wed love to hear from you. What we are looking for in a successful candidate Ideally, you have previous experience in a similar role within the financial services or a related industry. If you have completed or are studying relevant qualifications such as Business/Commerce, Diploma of Financial Planning, and/or RG146 Compliance, it would strengthen your application. You should be hardworking, resilient, and committed to delivering positive outcomes for clients and colleagues. You should be proficient in Microsoft Office, and experience with XPLAN software is a bonus. A focus on excellent client service and strong attention to detail are essential to succeed in this dynamic role. Applicants will be required to provide evidence of their eligibility to work in Australia, and must undertake police and basic credit checks as a condition of employment. Applications from agencies will not be considered at this time. We celebrate individual differences and are committed to providing support during the application process. Please reach out if you need assistance or adjustments. #J-18808-Ljbffr