Whats in it for you? - Free on-site parking - Clear, structured career growth opportunities - Be part of a supportive, close-knit team - Work for a highly reputable and well-established company Must-Haves: - Strong background in financial planning and report writing - Excellent analytical and communication skills - Previous financial services experience (or actively working toward it) - Administrative experience So what you'll be doing: - Preparing and maintaining accurate client records - Drafting suitability letters and reports in line with company policy - Gathering information from clients and providers - Pre-completing documentation for adviser/client review - Supporting advisers in delivering excellent client outcomes - Occasionally assisting with administrative tasks such as income matching and meeting scheduling Helpful extras: - MondayFriday, 9am5pm hours - Join a friendly, high-performing team