Meezan Wealth
Meezan Wealth | Sydney, Australia I Remote Role 🌟 Attractive Salary | Flexible Work Environment | Work–Life Balance At Meezan Wealth, we believe that great people do their best work when they have the right environment to thrive. We offer an attractive salary package, flexible working arrangements and a strong focus on work–life balance, while maintaining a professional, collaborative and high-performing team culture. About Meezan Wealth Meezan Wealth is a growing Australian Islamic wealth management and financial services business committed to providing professional, ethical and Shariah-conscious financial solutions to our clients. We are seeking a Client Services Officer I Financial Planning Admin Assistant to join our growing team. This is an excellent opportunity for someone with experience in financial planning administration, client services, paraplanning support or financial services who is looking to develop their career in a professional and supportive environment. The successful candidate will work closely with our Advisers, Paraplanners and product providers to ensure the smooth, efficient and compliant delivery of advice and an exceptional client experience. About The Role You will be responsible for managing client administration, coordinating advice implementation, maintaining accurate records, assisting with advice preparation and communicating with clients, advisers and external providers. Key Responsibilities Manage day-to-day financial planning administration and client service activities. Act as a key point of contact for new work requests and client enquiries. Prepare, manage and maintain client documentation and records. Prepare and manage Ongoing Fee Agreements, Fee Consents and related documentation . Assist Advisers and Paraplanners with the preparation and implementation of advice. Assist with Client Review Reports, Records of Advice (ROAs) and other advice documentation. Identify and organise client information according to the relevant financial strategies. Review client files to ensure all required information and documentation is available for the Paraplanning team. Assist the Paraplanning Manager with file review and quality-control processes. Implement advice strategies and recommendations, coordinating tasks through to completion. Manage applications, redemptions, account changes and maintenance requests with product providers and third parties. Liaise with clients to collect information and ensure a smooth advice experience. Respond to client enquiries via phone and email in a professional and timely manner. Maintain accurate and up-to-date client information within our CRM and financial planning systems. Perform data entry across financial planning software and internal systems. Support compliance and regulatory administration About You We are looking for someone who is: Proactive, professional and highly organised. Passionate about providing excellent client service. Detail-oriented with a strong focus on accuracy and quality. Able to manage multiple priorities and meet deadlines. A confident and professional communicator. Comfortable communicating with clients by phone and email. Able to work independently while also contributing positively to a close-knit team. Disciplined, reliable and accountable for completing tasks. Skills & Experience Strong administration and organisational skills. Excellent written and verbal communication skills. Strong attention to detail and accuracy. Good understanding of financial planning concepts and strategies. Proficiency in Microsoft Word, Excel and Outlook . Ability to work effectively both independently and as part of a team. A genuine willingness to learn and undertake training where required. Desirable Experience in one or more of the following will be highly regarded: Financial planning administration. Client services within financial services. Wealth management or superannuation administration. Client Review Reports and Records of Advice. Ongoing Fee Arrangements and Fee Consents. Working with product providers and investment platforms. Minimum 12 months' experience in financial services administration is preferred, but not essential for the right candidate. If you have worked in financial planning, paraplanning, wealth management, client services or financial services administration and have a good understanding of financial strategies, we would love to hear from you. Why Join Meezan Wealth? At Meezan Wealth, you will have the opportunity to be part of a growing, professional and supportive team where your contribution matters. You will enjoy: 🌟 Attractive salary package 🏡 Flexible working arrangements ⚖️ Strong focus on work–life balance 📈 Career development and professional growth 🤝 Supportive and collaborative team culture 🎓 Ongoing learning and development opportunities 💼 Exposure to financial planning, investments and wealth management 🌱 Opportunity to grow with an expanding business How To Apply Please send your resume to: 📧 info@meezanwealth.com.au Address your application to Abdullah Ilahee or Rokibul Islam. Please include a brief overview of your relevant experience and why you believe you would be a good fit for the Meezan Wealth team. Join Meezan Wealth and be part of a team committed to professional growth, exceptional client service and making a genuine difference in the lives of our clients.
Meezan Wealth
