Griffin Financial Services is a boutique, award-winning financial services firm located in a stunning heritage-listed building in The Rocks. Specialising in financial planning and wealth management, we have a strong focus on serving UK expat clients and collaborating closely with our referral partners and network of trusted professionals. We also have a strong focus on efficiencies and the use of financial planning tech.

Our team is diligent, supportive, and close-knit—we’re passionate about delivering exceptional service to our clients and sharing a few laughs along the way. As part of our vibrant office, you’ll play a key role in ensuring a seamless client experience that fosters confidence and reassurance. Conveniently located in The Rocks, within walking distance of Barangaroo Metro Station & Wynyard Station, our office offers the charm of the city without the hustle.

As a valued member of the Griffin team, you’ll be personable, detail-oriented, and reliable, with the ability to work independently and collaboratively. Strong verbal and written communication skills, along with excellent prioritization and organizational abilities, are essential for this role.

We offer flexible, hybrid working arrangements, giving you the option to split your time between our office and working from home some days, if you prefer.

Responsibilities

Client Engagement:

Serve as the primary contact for client onboarding and ongoing inquiries, ensuring a seamless and professional client experience.

Attend client meetings to provide support and follow-up work with the assistance of AI file noting software.

Support clients in understanding financial products and services tailored to their objectives.

Build and maintain strong, lasting relationships with clients, keeping them informed and engaged throughout the financial planning process.

Financial Planning Support:

Assist Financial Advisers in preparing financial plans, reports, and presentations using Xplan and LivePreso.

Conduct detailed financial modelling and analysis to align strategies with client goals using financial modelling tools such as Xtools, Risk Researcher and WealthSolver.

Research and evaluate financial products, including investments, superannuation, and insurance solutions, to support tailored advice.

Administrative and Compliance Management:

Maintain accurate client records using CRM systems such as Xplan, Monday.com and myprosperity.

Ensure adherence to compliance standards and regulatory requirements in all client interactions and documentation.

Prepare for and follow up on client meetings, ensuring action points are completed efficiently.

Collaboration and Innovation:

Work with the financial planning team to refine and improve processes for enhanced client outcomes and operational efficiency.

Contribute to fostering a positive, client-focused workplace culture that aligns with the company’s values.

Participate in ad hoc projects, training programs, and professional development opportunities.

These responsibilities combine operational support, technical financial analysis, and direct client interaction, making the role dynamic and essential to a financial planning team.

Required Experience and Knowledge:

Three years minimum in financial services is essential.

Paraplanning experience preferred.

High level of computer literacy.

Xplan experience essential.

Proven ability to prioritise work and meet agreed deadlines.

Exceptional verbal and written communication skills.

A strong focus on attention to detail.

Able to work in a paperless environment.

Salary range: $ 85,000-$110,000 (dependent on experience)

In Greek mythology, the Griffin is a powerful, legendary creature with the head and wings of an eagle and the body of a lion. It is known as a protector of treasures and recognised for its loyalty and far-sightedness.