Part Time Financial Planning Assistant / CSO

TYPE : Part-time
LOCATION : Gold Coast
POSITION : Banking & Finance


Patrese People are a business providing recruitment services.

We are recruiting on behalf of our client who have an exciting opportunity for an experienced Financial Planning Assistant / CSO, looking for a part time opportunity in a supportive environment. My client is based on the Southern end of the Gold Coast and offer a broad range of products and services including  financial advice and guidance, Superannuation and SMSF, Tax Solutions and more.

The role
This is a part time Financial Planning Assistant  / CSO role, working 22.5 hours per week.  Days and hours are flexible.  The role is an integral part of a small team.

Duties will include:

  • Supporting the financial planners in the office
  • Creating new clients
  • Liaise with service providers
  • First point of contact for clients
  • Collate all documents to ensure compliance in line with FSA guidelines
  • Organizing appointments
  • Prepare clients files for adviser by collating data and completing necessary paperwork.
  • Assist with client workflow 
  • Coordination of complex and professionally presented advice documents
  • General administration/ filing and other duties required in line with business requirements.

Applicant Requirements

  • Minimum of 3 years experience in a CSO / Financial Planning Assistant role
  • Excellent administrative skills and attention to detail
  • A passion for the industry
  • Sound understanding of financial planning standards and adherence to ASIC requirements.
  • Reliable and process driven, well organised with strong time management skills
  • Relevant Bachelor Degree, RG146/FASEA compliance or DFP qualified (or in the pursuit of one of these) is highly regarded.

If you meet the requirements and are looking for a stable permanent position, somewhere you can grow as the business continues to grow, please send your resume asap.

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