Kick-start a career in financial services, right here in Manly.

This is an exciting opportunity to step into a long-term role supporting a high-performing financial planning team. You don’t need to come from a finance background — if you’re organised, personable, and love keeping things running smoothly, we’ll show you the ropes.

You'll be the go-to support for a small team of advisors, helping coordinate client meetings, follow-up actions, and documentation. If you're a people person who thrives on detail and enjoys being the glue that holds a process together, this role is made for you.

Why you’ll love it here:

Stable, long-term career with real progression opportunities in a growing financial planning firm.

Friendly, locally based team with a fantastic reputation and loyal client base.

A Manly-based role with beautiful office views

The role includes:

Coordinating meetings, documentation, and follow-up tasks for financial advisers.

Liaising with clients, fund managers, and insurers in a professional, friendly manner.

Preparing reports, updating client files, and supporting compliance needs.

Light research and support with producing Statements of Advice (we'll teach you!).

We’re looking for someone who is:

Organised, detail-driven, and friendly.

Strong administration, customer service, and coordination.

Keen to grow in a professional services environment.

Proficient with Microsoft Office and confident handling multiple moving parts.

Experience with financial services or XPLAN is a bonus, but not essential. This is a role for someone ready to commit, learn, and grow.

Click Apply Now or to find out more contact Dinah on 0490 894 608 or [email protected]