We are a self-licenced boutique financial planning firm based near the Queen Victoria Building / Town Hall Station, Sydney (CBD).

Culture is very important in our firm, and the successful candidate will possess good interpersonal skills and fit into our close knit, service orientated (not revenue orientated) team. We usually have a weekly team lunch with the 10 people in our Sydney office and also do activities each quarter such as an escape room and dinner.

Our clients are mainly time-poor, white-collar professionals; and we provide holistic financial advice (on areas such as investments, private equity, cash flow, wealth creation, risk strategies, superannuation, insurance, etc).

We are offering a Full-time role (or part-time subject to agreement) to the right candidate to join our team.

It is an exciting opportunity to join a dynamic financial planning firm with an established client base and also a constant stream of new clients due to the media appearances made by our practice principal across television, radio, print and podcasts - making the work varied and enjoyable dealing with a wide variety of people.

The work involves completing implementation workflows (such as super, investment, private equity investments, private credit investments, & insurance implementation), running insurance quotes and liaising with clients and providers. The success candidate will also work with our ongoing advice team helping with ongoing administration requests such as update to beneficiary nominations and changes to pension payment details.

We are looking for a candidate who will be available during normal business hours (5 days a week, 9am - 5:30pm) at our Sydney CBD practice Monday, Wednesday and Friday while working from home on Tuesdays and Thursdays or by mutual agreement for other working arrangements

This is a great opportunity for either an experienced client services manager looking for a change to a firm where staff satisfaction and workplace culture is extremely important.

This role also suits an entry level financial planning candidate who is looking for a flexible, innovative working environment and looking to enter a firm with career progression opportunities available.

Please do not apply if you do not have experience in financial planning working in a financial planning firm or if you are not located in Sydney as your application will not be considered.

The ideal candidate will possess a high level of written and verbal English, as well a keen interest in the financial planning industry.

A competitive remuneration package will be offered to the success candidate based on previous experience and other suitability criteria such as cultural fit which will be between $65,000 to $100,000 package.

Please attach your resume to your submission made.