Are you a driven and experienced financial planning administration support professional who thrives on delivering exceptional service and building strong relationships? Join our team and start contributing to the culture and client outcomes from day one!

A Day in the Life at FAA:

Your day starts with a team huddle to set the tone for the day and discuss priorities, you then action your priority tasks and emails and work with the team to ensure all critical jobs are completed for the day; such as appointment folders prepped, preparing and processing documentation (FSG, insurance applications, rollovers etc), log into Business Portals to collect data and follow up clients for outstanding information.

You will need experience in financial planning administration, excellent attention to detail, strong math, English and computer skills and the ability to work quickly to succeed in this role.

What’s in it for you?

FAA is a large family owned and operated business; it has a strong focus on creating a positive culture and work environment and a desire to help people. Additional advantages for you include:

Salary – $70,000 to $80,000 (pending experience)

• Working full-time Monday to Friday from our Maroochydore office (flexi hours/4 day week can be discussed after 6 months)
• FAA ‘Employee Benefit Program’ benefits including Novated and Associated Leasing
• Company funded Monthly Team Development Club activities, staff BBQ’s and Awards
• Fun Club committee that organises in office activities
• Supportive work culture with continuous training and mentorship
• Access to our comprehensive range of Financial Services at heavily discounted prices

Key Role Responsibilities

The successful applicants will be responsible for:

• Implement strategies in alignment with the SOA
• Coordinate client appointments and services including preparing document preparation
• Handle incoming and outgoing phone calls, emails and correspondence
• Provide exceptional customer services to clients and staff
• Maintain accurate and up to date records and databases (file noting, scanning, data entry)
• Various administrative duties.

Skills / Attributes Required

• Experience in financial planning administration processes and compliance requirements
• You must be extremely diligent with your ‘attention to detail’
• Ability to prioritise and manage a busy workload, effective administration and time management skills
• Ability to work in a changing environment
• Ability to deliver excellent customer service
• Excellent English, grammar and communication skills
• (your basic math & computer skills will be tested at the interview)
• Open to be trained and learn new skills, both technical and intellectual
• Be polite, courteous and friendly to both external clients and internal staff
• Excellent telephone manner
• Strong work ethic
• Ability to work both independently and as part of a team

About Us

FAA Group is a family owned and operated business who focuses on helping clients with growing their financial wealth for retirement. Our Team are well known in the community and trusted in both the government and private sectors. 

We understand the importance of supporting and valuing our hard working and determined team, all of whom exhibit the values that underpin our company ‘Respect, Trust and Confidence’. If you have integrity, determination and thrive in a fast-paced environment, this opportunity is for you.

To Apply

Submit your resume, as well as a cover letter outlining your ability to meet the attributes required.

Please note that the cover letter forms part of the application process.
You must have the right to live and work in this location to apply for this job