Description

SWA Financial Planning is a leading independent financial planning firm in Australia, committed to providing our clients with exceptional financial advice and services.

We currently have a position available for an Administration Officer to join our Adviser Assistant team. We will consider both part time and full time applicants with our primary objective being to get the right candidate to join our growing team.

As a member of the team, responsibilities will include:

• Updating and maintaining client information within our Client Maintenance System.
• Preparing portfolio valuations for clients.
• Attending to client and fund manager queries and assisting in implementing client financial plans.

Requirements

Ideal applicants will have the following attributes:

• A proactive attitude with the ability to learn fast, take ownership, and work both independently and as part of a team.
• Excellent numeracy and analytical skills.
• Display an exceptional client service focus.
• Possess a critical eye and attention to detail.
• Strong problem solving ability.
• A willingness to adapt to change and to keep up with technological advancements.

You will possess competent IT skills, including intermediate to advanced proficiency in Microsoft Word and Excel.

While a relevant completed university degree or TAFE qualification will be highly regarded, it is not essential.

Previous experience in an administration role, preferably within financial services, is desirable.

If you interested in applying for this role, please send your resume to [email protected] by 7th October 2025.

Please include reference to the job title in the subject of your email.