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About the role This is a hands-on role that combines administrative excellence with operational thinking. While you'll be responsible for many of the day-to-day administrative functions that keep the business running efficiently, you'll also have the opportunity to shape processes, enhance the client experience, and contribute to the growth of the practice. As you become familiar with the business, there will be opportunities to take on greater ownership and broader responsibilities. Key responsibilities Manage calendars, calls, appointments, and keep systems organised (Google Workspace, trackers, databases) Prepare policy summaries and support annual client reviews Coordinate servicing requests and ensure a seamless client experience Build meaningful relationships with clients through regular communication, events, and appreciation initiatives Support business development and appointment setting Identify opportunities to improve workflows and document clear SOPs for the areas you own About you Entry-level candidate or degree holder (Business, Finance or related disciplines preferred) Strong written and verbal communication skills, with confidence interacting with clients Comfortable using Google Workspace and quick to learn new systems A thoughtful problem solver who exercises good judgement, even when there isn't a clear answer Proactive, organised, and naturally takes ownership of responsibilities Someone who enjoys building systems, improving processes, and contributing to a growing business Looking for a long-term career where they can grow alongside the practice About us A growing holistic financial planning practice, helping clients navigate risk management, wealth accumulation, retirement, and legacy planning. Growth and Compensation This role begins with a structured onboarding and probation period, with a clear progression pathway as your responsibilities expand. Compensation includes a fixed salary, with performance-based salary reviews and commission opportunities tied to clearly defined milestones. As the practice grows, there will be opportunities to take on broader responsibilities and progress into a key operational role. How to apply: Send your resume with a short note on why this role interests you.