An established financial planning firm on Sydney’s Lower North Shore is offering a graduate-level opportunity to join their client services team. This role is ideal for a student or recent graduate who is looking to gain hands-on experience in a professional advice business while developing their skills in client service and financial planning administration.

You will be part of a respected team that delivers personalised strategies and long-term support to a loyal client base. Training and support will be provided, and the position offers long-term career potential for someone looking to build their future in financial planning.

The role is available on a full time or part time basis (minimum 24 hours per week), with flexibility to work around university hours where needed. Please include your availability and preferred hours with your application.

Core Responsibilities

Assist in the administration of financial advice, including preparing documents and tracking implementation tasks

Respond to client enquiries via phone and email with professionalism and attention to detail

Liaise with Advisers, product providers and internal stakeholders to support outcomes

Maintain accurate records and assist with compliance documentation

Support preparation for client review meetings and ensure all materials are ready

What We Are Looking For

A genuine interest in financial planning and supporting clients

Currently studying or recently completed a degree in financial planning, commerce, business or a related field

Strong communication skills and a proactive attitude

Ability to manage tasks, stay organised and meet deadlines

Comfortable using standard office systems; exposure to Xplan is a bonus but not essential

What You Can Expect

Flexible hours to suit university schedules (minimum 24 hours per week)

Supportive, experienced team in a well-regarded firm

Exposure to real-world advice delivery and high service standards

For a confidential discussion, please contact:

Kiera Brown

[email protected]

0409 598 111