We Offer:

Full or part time opportunity min 3 days

A friendly, vibrant culture within a professional, local financial planning firm

A convenient location close to home – based in the Sutherland Shire

Streamlined, process-driven management with a strong focus on compliance efficiency

A collaborative, team-oriented approach to workflow

An exceptional financial planning process for new clients and reviews

A workplace where your ideas are valued

Cutting-edge technology and modern systems

About You:

You are working or have worked in a financial planning practice and looking for a more professional, close to home thriving financial planning practice. You love a team environment, enjoy working with people, and excel at multitasking while delivering outstanding client service and interaction.

You Will Need:

Previous experience in a similar role

Enthusiasm and a strong work ethic as a team player

A warm and professional phone manner

Excellent time management and prioritisation skills

Solid administrative abilities

Superior written and verbal communication skills

A professional, courteous demeanour

Proven accuracy and attention to detail

Exceptional organisational skills

Willingness to complete a police check

Preferred Experience:

Recent experience in a similar role within the financial planning industry

Knowledge of financial planning compliance obligations

Proficiency in financial planning software (Plutosoft, Xplan, Adviser Logic) and Microsoft Office

About the Job:

Key Responsibilities:

Provide general financial planning administration, including:

Handling inbound and outbound phone calls

Scheduling client appointments

Scanning and filing documents

Supporting the client review process

Serve as a key point of contact, ensuring a seamless connection between clients and advisers

Prepare for new client appointments and plan presentations

Assist in drafting advice documents

Lodge and track applications, renewals, and reviews

Proactively follow up on applications and required documentation

Liaise with investment houses, insurers, and superannuation providers

Maintain accurate electronic filing and client database records

Adhere to strict compliance policies and procedures

Contribute to process improvements and business efficiencies

This role supports our growing business by assisting our administration team and freeing up time for other staff. Our tight-knit team of seven includes three financial advisers, one associate financial planner/paraplanner, and two client services officers. You’ll thrive in our small office environment, where flexibility and a willingness to pitch in across a diverse range of tasks are essential. Upholding complete confidentiality of client matters is a non-negotiable priority.

How to Apply:

We prefer applications accompanied by a personalised cover letter.