Company DescriptionAgeWise Financial Planning specialises in providing tailored financial advice to support clients transitioning into aged care or retirement village living. We aim to alleviate the stress of financial decision-making during these life changes, ensuring solutions are well-structured and sustainable. Our team works closely with clients to offer objective advice, simplify financial management, and ensure affordability. Additionally, we assist in fully implementing recommendations and managing communications with relevant entities. Our office is located in Greensborough, VIC, and we offer personalised consultations both at our office and in clients' homes. Role DescriptionThis is a part-time on-site role located in Greensborough, VIC, for a Financial Planning Assistant. The Financial Planning Assistant will support the development and implementation of tailored financial plans by conducting initial client fact-finding, gathering relevant documentation, and preparing financial reports. Responsibilities also include handling communications with clients, managing updates, and providing ongoing administrative support to the financial planning team. QualificationsStrong organisational and time management skills to handle administrative tasks and client support.Proficiency in financial documentation, data management, and report generation.Excellent communication and interpersonal skills, with the ability to interact effectively and empathetically with older clients and their families.Attention to detail and a systematic approach to ensure accuracy and compliance in financial planning processes.Experience with financial planning software and tools is an advantage.A general understanding of aged care or retirement planning regulations is beneficial.Relevant qualifications in finance, accounting, or a related field is preferred but not mandatory.