Are you an experienced financial services professional seeking balance in your working week? This boutique, high-net-worth financial planning firm is looking for a skilled Middle Office Associate to join their close-knit team.

With a mature client base of ~150 households and streamlined processes, this role offers the opportunity to work alongside two highly regarded advisers, supporting them in delivering exceptional service to sophisticated clients.

Why Join Us?

Flexibility – 3 days per week, with scope to spread hours across 5 days if preferred

Balance – supportive environment that values quality of work and sustainable hours

Impact – play a pivotal role in client reporting, portfolio management and adviser support

Growth – exposure to complex HNW client strategies and collaboration with leading professionals

The Role

This is a hands-on middle office position where you’ll be responsible for ensuring smooth client servicing and adviser support. Key responsibilities include:

Preparing Annual Client Review Reports using in-house Excel and Word tools (core function of the role)

Managing client trades, reconciliations and cashflow requirements

Assisting with implementation of advice strategies (rollovers, contributions, pensions, new applications)

Liaising with platforms, accountants and tax advisers to resolve queries

Supporting advisers with reconciliations, reporting and ad hoc requests

General office administration and client service support

About You

You’ll thrive in this role if you bring:

3–4 years’ experience in financial planning, superannuation, or banking administration

Strong working knowledge of platforms, reporting and compliance (KYC/AML)

Advanced Excel and Word skills – confident working with data, linked files, and merged documents

Excellent time management and problem-solving skills

Strong attention to detail and ability to manage bulk information accurately

A proactive, client-focused mindset with the ability to work autonomously once established

What We Offer

A collaborative, professional environment where your contribution is valued

Flexibility to shape your working week around your lifestyle

The chance to work with a respected HNW client base and gain exposure to complex strategies

A role that balances structure with autonomy once you’re established

If you are interested in this opportunity and fit the above critera, please apply now or send your resume to:

Kiera Brown

[email protected]

0409 598 111