Previous experience in Financial Services, Banking, Insurance, Customer Service, Administration, or a similar role will be an added advantage. Please refer to the job advert for further information.
Financial Planning Executive (Australian Client)
Location: Orion City, Dematagoda (On-site)
Industry: Financial Planning & Life Insurance (Australia)
Employment Type: Full-time
Working Hours:
- Monday – Friday: 6:00 AM – 2:00 PM
- Saturday: 6:00 AM – 10:00 AM
Salary: Above LKR 220,000 per month
Job Overview
LankaStaff is recruiting on behalf of our Australian client for a Financial Planning Executive to join a professional financial planning practice. This is an excellent opportunity for candidates looking to build a long-term career in the Australian financial services industry while working with experienced advisers in a supportive and professional environment.
The successful candidate will provide administrative, client service, and adviser support while gaining exposure to Australia's leading financial planning and life insurance sector.
Key Responsibilities
Adviser & Financial Planning Support
- Prepare client meeting documents, fact finds, and file notes.
- Assist advisers with financial research and insurance comparisons.
- Draft financial planning documentation for adviser review.
- Support advisers in preparing client presentations and recommendations.
- Follow up on outstanding client requirements after meetings.
Client Relationship Management
- Respond to client inquiries via phone and email professionally.
- Coordinate new applications, policy changes, and underwriting requirements.
- Liaise with insurance providers regarding client applications.
- Update clients on application progress and policy status.
- Assist with policy servicing and claims administration.
Administration & Compliance
- Maintain accurate client records and documentation.
- Ensure client files comply with company and regulatory requirements.
- Manage daily workflow, schedules, and administrative tasks.
- Assist with compliance documentation and internal audits.
- Perform general office administration and correspondence.
Candidate Requirements
- Bachelor's Degree in Finance, Commerce, Business Administration, Accounting, or a related field.
- Previous experience in Financial Services, Banking, Insurance, Customer Service, Administration, or a similar role will be an added advantage.
- Excellent written and spoken English communication skills.
- Strong attention to detail and organizational skills.
- Ability to manage multiple tasks and meet deadlines.
- Good knowledge of Microsoft Office applications.
- A positive attitude with a willingness to learn and grow.
Benefits
- Salary above LKR 220,000 per month.
- Career progression opportunities within the Australian financial services industry.
- Mentoring and training from experienced financial advisers.
- Exposure to international financial planning systems and processes.
- Friendly and supportive working environment.
- This is an on-site position based at Orion City, Dematagoda.
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