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A Financial Assistant provides administrative assistance to financial planners, advisors or other professionals providing financial services. You might update financial records for customers or maintain their financial files. A Financial Assistant, or Financial Planning Assistant, may collect financial data using spreadsheets or other financial software. You might also assist with the preparation of financial reports or statements.
Financial Assistants should be highly organised and have strong time management skills. You’ll need to be able to liaise with a range of clients and communicate well with colleagues. It’s important that you have good attention to detail and are familiar with financial systems and procedures. Financial Assistants should be good with numbers and have strong accounting or bookkeeping skills.
There are 2 courses available for people who want to become a Financial Assistant.
Possible job outcomes:
Are you seeking a financial administration role and need specialist skills in payroll and accounts? The BSB40120 Certificate IV in Business (Finance) may be the ideal course for you. This nationally recognised qualification will develop your critical thinking and communication skills, while teaching you how to accurately process the organisation’s payroll and financial transactions. The course covers: advanced business writing, developing business relationships, using digital technologies, personal productivity, maintaining financial records, and much more. Enquire now for the full list of study units, graduation competencies, and the latest enrolment opportunities. .
Average duration: 12 months.
Get a job in the accounts or payroll department with the FNS30122 Certificate III in Financial Services. This nationally recognised qualification will teach you how to work within a compliance framework, collecting and recording data, then maintaining financial records. The course covers: organising workplace information, purchasing goods and services, working with spreadsheets, producing business documents, processing accounts and payroll data. Enquire now for the full list of study units, financial services career outcomes, and enrolment opportunities near you..
In Australia, a full time Financial Assistant generally earns $960 per week ($49,920 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.
There has been a slight decrease in the number of people working in this industry over the last five years. There are currently 24,100 people employed in this field and many of them specialise as a Financial Assistant. Financial Assistants may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
A Certificate III in Financial Services is a good qualification if you’re planning to work as a Financial Assistant. This course will give you the skills to work in an administrative role in banking, credit management and insurance. You’ll learn about financial legislation and develop skills with technology commonly used in financial sectors.
We’ll find nearby campuses and check if you’re eligible for funding in your state.
Here are some potential career pathways within financial planning. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.
Financial Planning
Financial Assistant
$960 weekly pay
Financial Advisor
$1,340 weekly pay
Financial Planner
Financial Regulator
$1,250 weekly pay
Paraplanner
$1,440 weekly pay
Small Business Financial Advisor
$1,350 weekly pay
Cost Controller
$2,115 weekly pay
Credit Risk Analyst
$1,500 weekly pay
Finance Manager
$2,900 weekly pay
Financial Analyst
$1,450 weekly pay
Fund Manager
$1,550 weekly pay
Investment Advisor
$1,400 weekly pay
Learn more about Financial Assistant courses in your area.