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Financial Planning Assistant

Date:  27-Aug-2021


Employment Type: 
  • A Leading Wealth Management & advice-led organisation
  • Be part of a team and culture that values people
  • Launch your career in Financial Services!


Are you a pro-active Financial Planning Assistant with the enthusiasm to grow in sync with our business? If so let’s talk!


The role

IOOF is one of Australia’s leading Wealth Management organisations, undertaking a rapid and exciting transformation. We are a strong and resilient business and despite the current climate, are investing in supporting our people to onboard and connect them remotely. It is in this context that we are looking for a Financial Planning Assistant. 


Working closely with the Financial Advisers, this role will see you providing high level administrative support including but not limited to scheduling client meetings, preparing documents for advice and implementation, client reviews, diary management, administering online client surveys, maintaining client records and other general administrative tasks.


As a client facing role, you will also need to build and maintain relationships with new and existing clients and respond to general client queries and requests in line with agreed service delivery standards. In addition, you will need to liaise with key stakeholders to ensure all client tasks are completed within set time frames


This is a busy role and to be successful, you will need to be hard working, resilient and committed to delivering positive outcomes for clients and colleagues.


To Be Successful in This Role You Will Possess:

  • Previous experience in a similar role within the financial services industry
  • A focus on providing quality client service with high attention to detail at all times
  • Well presented, punctual and professional
  • Pro-active, positive nature with a high level of initiative
  • Ability to work in a busy, fast-paced environment
  • Excellent written and verbal communication skills
  • Exceptional time management and organisational skills
  • Proficiency in using the Microsoft Office suite
  • Diploma of Financial Planning and/or RG146 Compliance would be advantageous.
  • Previous experience using XPLAN CRM software would be highly regarded but is not a pre-requisite for the role



  • A competitive remuneration package
  • A learning environment to grow as an individual
  • Genuine career development including the opportunity to pursue further study and exposure to future technologies
  • Health and wellbeing programs
  • A focus on work/life balance


The Business

Shadforth Financial Group is one of Australia’s leading financial advisory firms with the experience and expertise working with clients to deliver greater peace of mind about their financial futures. Nationally, Shadforth has 19 offices and over 180 employed client-facing financial advisers and accountants. Shadforth is the flagship retail brand for the SFG division within IOOF Holdings Ltd.


To Apply

Please submit your resume with a covering letter by clicking on "Apply Now".


Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.


Please note that applications from agencies will not be considered at this time.


IOOF is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.


Given IOOF is currently undergoing an Organisational Design process, please be aware that it is anticipated that organisational change will occur.

Apply now »