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Financial Planning Assistant - Sydney

Apply now Work type: Full Time
Location: Sydney
Categories: Finance & Accounting, Administration

The organisation

Bendigo Bank’s vision is to be Australia’s most Customer Connected Bank. In the last 15 years we have seen $148m+ fed back into the communities. We care about people and what they care about and we know people with a purpose make great things happen. At Bendigo Bank we strive to sustain a diverse workforce who reflect our diverse customer base, the partners we work with and the communities in which we operate. We offer flexible work practices that support our people at all stages of their lives and careers.

Our aim, to build a strong connection with our customers though the provision of tailored financial solutions. In so doing we help to make communities sustainable in an economic and social context and build our brand, capability and financial performance. As part of a national organisation we are able to offer exciting careers paths both within Retail and the Bendigo Bank Group.

The Role

As our newest Financial Planning Assistant (FPA), you will provide administrative support to the Financial Planning team to ensure the seamless provision of advice and customer service, according to set policy and procedures. This role is based in Sydney CBD. 

In this role, your key functions will include:

  • Providing administrative support to a Financial Planner in the management and development of a portfolio of clients under advice.
  • Providing efficient and courteous service to all clients and key stakeholders.
  • Support advisors in co-ordination of client meetings as well as preparation and provision of client research materials and investment advice
  • Management of all files, documentation and client information on CRM to ensure high standard of internal compliance

 The Candidate:

To be successful in this role, you will need to demonstrate:

  • Proven experience in an administrative role with direct customer contact
  • Excellent customer service skills
  • Excellent organisation and business planning skills.
  • Excellent communication and interpersonal skills
  • Ability to build relationships – Both internal and external
  • Time management skills
  • Computer literate – Word, Excel, Outlook, PowerPoint, and Xplan experience would be advantageous

Please refer to the attached Position Description for further details: Download File Financial Planning Assistant ALL June 2017.docx

Please note: Flexible work practices can be considered for this role

To be eligible to apply, you must be an Australian / New Zealand citizen or hold permanent residency status in Australia.

A career with Bendigo and Adelaide Bank will see you part of the team, your contribution will be valued and you’ll get all the assistance you need to reach your potential and achieve your objectives. And whilst we know that money is important – we’d like to think you’ll enjoy yourself while you’re at it. And that the rest of our staff, and our customers too, will benefit as a result.

Advertised: AUS Eastern Standard Time
Applications close: AUS Eastern Standard Time

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