Client Services / Financial Planning Assistant

Location: Neutral Bay, Lower North Shore (Sydney)
Role Type: Part-time | Clear pathway to Paraplanner or Adviser

About Us

At Secured Wealth Advice, we’re a boutique financial planning firm based in Neutral Bay.
Our values are honest, fun and caring, with our clients and within our team.

We help people make confident financial decisions, and we support our team to grow while doing meaningful work.

We know flexibility and professional growth matter. That’s why we offer:

Flexible hours and the option to start part-time while studying or balancing other commitments

A clear career pathway to Adviser, Paraplanner, or Senior Client Services Officer

Structured training and mentoring, with hands-on client exposure from day one

Competitive pay based on experience, with annual reviews and clear progression

A supportive, down-to-earth team culture that values learning, contribution, and balance

The opportunity to make an impact - you’ll see how quality advice changes people’s lives

About You

You might be:

A university student studying Finance, Financial Planning, Commerce, or Economics, looking for a role aligned with your degree; or

An experienced financial planning assistant / administration background / client services officer (2+ years ideally) seeking part-time work with flexibility and variety.

You’ll thrive if you:

Have strong interpersonal and communication skills (comfortable speaking with clients by phone and email)

Are organised, proactive, and detail-oriented

Enjoy learning and want to build a career within financial planning

Are tech-savvy and keen to learn Xplan and other advice software (training provided for the right candidate)

Value being part of a small, collaborative team where your contribution is appreciated and visible

What You’ll Do (Day-to-Day)

Support the adviser in implementing financial advice recommendations

Prepare and process investment, superannuation, SMSF and insurance applications

Manage client communication and respond to service requests with professionalism and care

Liaise with product providers to track progress and ensure accurate documentation

Maintain accurate client records and assist with compliance requirements

Contribute ideas to improve processes and client experience

Why You’ll Love Working With Us

Direct mentoring from an experienced financial adviser

Real-world exposure to all areas of financial advice and client management

A clear pathway to grow into a paraplanner or adviser role

Beautiful Lower North Shore location close to cafes, transport, and the harbour

Hours & Remuneration

Part-time hours available (flexible around study or family commitments)

Pay based on experience: approximately $30–$40 per hour + superannuation - higher remuneration considered for the right candidate.

Annual pay reviews and opportunity to increase hours and responsibilities over time

How to Apply

Please email your resume and a short cover letter to [email protected], outlining:

Why this role feels like a great fit for you

Your availability and relevant experience