Financial Planning Administration 

Are you vibrant, enthusiastic, hard-working, friendly and professional? If so, come and join our amazing team!

Financial planning administration experience is required and familiarity with x-plan is strongly preferred.

Based in Surrey Hills in Melbourne’s leafy inner East, we are looking for someone either full-time or  4 days/week. If you or someone you know is interested please contact us at admin@kadota.com.au or complete the form below.

Key responsibilities for the position are:

  • Financial planning administration – processing applications, rollovers and withdrawals
  • Document management
  • Client service – including handling general queries, updates on work in progress and making appointments
  • Working closely with the director in all areas of the FP business
  • Ensuring all compliance requirements are maintained and updated
  • Manage processes and efficiencies within the business

Skill requirements for this position are:

  • Proficiency with Microsoft Office – Outlook, Word and Excel
  • Good phone manner and interpersonal skills
  • Experience with x-plan will be highly regarded
  • Previous experience working in financial planning administration / client service is essential
  • Strong attention to detail
  • Extremely organised and motivated
  • Ability to organise others and contribute to the growth and development of the business

To enquire about this or future positions, please contact us at admin@kadota.com.au


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