We are a boutique financial planning firm committed to delivering a genuinely premium, concierge experience to successful professionals and families. We take a holistic approach with a strong focus on strategic advice to help our clients realise their goals and put together a plan to achieve them. Following a strategic uplift in our fee model, we are expanding our team to ensure every client enjoys a seamless, proactive and personally curated service. If you have a can-do attitude, love delighting people and want to grow personally and professionally, we’d love to meet you.

Your purpose

You will be a vital link between our advisers and our valued clients—anticipating needs, preparing flawlessly for meetings and driving advice to implementation. Your mix of client‑facing warmth and back‑office rigour will help us set a new benchmark for concierge‑level financial advice.

Key responsibilities

Meeting Preparation

Draft agendas, create presentations, collect data, update Xplan/XTools+ models and prepare concise briefing files.

Pre‑populate fact‑finds, risk profiles and APL research for adviser review.

Advice Implementation

Produce and lodge applications, ROAs and implementation forms for super, investment and insurance recommendations.

Track every action through to completion, keeping clients informed in our signature friendly style.

Research & Modelling

Conduct comparative product, platform and insurer analysis, documenting recommendations with evidence.

Build contribution/pension/insurance strategies in XTools+ and stress‑test assumptions.

Client Concierge

Be the first cheerful voice clients hear—booking reviews, answering queries and organising documents

Maintain CRM tasks and pipeline to ensure service levels are exceeded, not merely met.

Ongoing Service

Prepare periodic portfolio and insurance reviews, chase outstanding requirements and follow up outstanding actions.

Identify opportunities to enhance the client’s strategy and flag them to advisers.

Practice Support

General administration duties

Contribute to process improvements and team projects.

About you

Critical thinker: you question assumptions, spot gaps and propose solutions before others see them.

Meticulous eye for detail: nothing escapes your checklist; compliance is second nature.

Can‑do attitude: you own tasks end‑to‑end and will roll up your sleeves for the team.

Bubbly & client‑friendly: your natural warmth makes clients feel like VIPs every time.

Tech‑savvy: confident in learning new technologies. Experience with Xplan preferred.

Industry knowledge: sound understanding of superannuation, investments and personal risk.

What we offer

Competitive salary.

Study assistance and pathway to paraplanner or adviser for the right candidate.

A collaborative culture where suggestions are actioned, not ignored.

Modern office in East Melbourne, amazing community, frequent team lunches & events.