• 1Search for courses by Study Area, Level and Location
  • 2We deliver you all the matched results
  • 3Choose one or more course providers to contact you

Distance from location (kms)

Exact 5 10 25 50 100

Posted since

All 2 Days 1 Week 2 Weeks 1 Month

Sort results by

Relevance Date



Administration - Client Service Officer Financial Planning

Sheridans Accountants & Financial Planners Pty Ltd - Adelaide, SA

Banking & Finance
Source: uWorkin


Respectful consideration and flexibility for family needs are provided, A team culture has been built around sound process and procedures, 0.8 to full time is negotiable, with a flexible commencement date..

Sheridans Accountants & Financial Planners Pty Ltd is a dynamic and growing financial services firm who hold their own AFSL with our offices located in Glenelg.

We require a self-motivated person with a team spirit to assist with day-to-day administration duties within our financial planning division.


A minimum of 3 years as a customer service assistant to a financial planner or 3 years administration or customer service in banking and finance.

Knowledge / Skill Areas

  • Extensive knowledge of the financial planning software Xplan with a sound understanding of Portfolio Modelling will be viewed favourably;
  • With the absence of Xplan skills, knowledge of CLASS Software may be advantageous;
  • Knowledge of platforms such as BT Panorama, Bell Potter Share Trading and Colonial First State will be viewed positively;
  • An awareness of ASIC legislation and compliance matters facing Financial Planners is important;
  • A minimum of intermediate level experience in using Word and Excel;
  • A sound knowledge of Financial Planning administration process.

Duties Include
  • Assist Financial Planners with administration and implementation of Investment and Insurance applications;
  • Maintain a follow up process of all applications for investments and insurances to completion;
  • Use and maintain Xplan and CLASS software;
  • Daily lodgement and monitoring of direct share trades and term deposits;
  • Check and process Annual Tax Statements for ETF's and LIC's in CLASS Software;
  • Deal directly with our clients to arrange review meetings and handle enquiries of an administrative or general nature;
  • Check and cross reference ongoing brokerage and fee income;
  • You will be part of a larger administration team (5 in total) and will be required to provide backup support to front office reception duo, as needed.

The successful applicant will need to display the following personal attributes:

  • Communicates clearly and concisely ? both written and verbal;
  • Uses appropriate language and styles, depending on circumstances and people involved;
  • Have a pleasant telephone manner.

Relationship Building
  • Establishes professional and productive relationships both internally and externally, based on mutual professional respect.

  • Recognises the priority of team goals over personal goals. Actively works to emphasise and achieve team success.
  • To support other Staff members & promote a positive Staff environment.
  • A genuine desire to build and share personal skills and knowledge.

  • Negotiable dependant on experience

Address your application to;

Shane Holmes At

click apply