At a Glance
- Tasks: Support Financial Advisers and manage client enquiries in a dynamic advisory firm.
- Company: Established advisory firm focused on empowering clients and team members.
- Benefits: Birthday leave, ongoing training, and a supportive work environment.
- Other info: Join a high-performing team in the heart of Sydney CBD.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 2+ years in a similar role with strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
We are a well-established and growing advisory firm who are passionate about helping their clients make confident, informed decisions about their financial future. We pride ourselves on delivering tailored financial planning solutions to clients from all walks of life — from those building their wealth through to sophisticated investors and retirees. At the heart of the business is a genuine commitment to empowering both clients and team members to achieve their full potential. The culture is professional, supportive, and built on long-term relationships, excellence, and continuous growth.
About the role
An exciting opportunity is now available for a Financial Planning Assistant to join this high-performing team, based in our Sydney CBD office, just steps from Town Hall and with easy access to the metro and light rail. This role is ideal for someone who is passionate about client service and enjoys working closely with Financial Advisers to ensure exceptional outcomes for every client. You will play a critical role in supporting Adviser workflows, managing day-to-day administration, and acting as a trusted point of contact for clients.
Key responsibilities:
- Acting as the first point of contact for clients and managing day-to-day enquiries
- Supporting Advisers and building strong relationships with internal and external stakeholders
- Working collaboratively with Advisers, Paraplanners, and support teams to ensure quality advice and outstanding client outcomes
- Coordinating client opt-ins, review cycles, and ongoing workflows
- Taking ownership of administrative support functions including proofing documents, meeting preparation, and follow-up
- Managing and coordinating Adviser diaries
- Greeting clients on arrival and answering and directing incoming calls
About you:
- Minimum of 2+ years' experience in a similar Financial Planning Assistant or advice support role
- A genuine commitment to providing exceptional client service
- Strong communication and interpersonal skills
- Excellent time-management and organisational capability
- High level of attention to detail
- Desirable: Business-related Degree or Graduate Diploma
- Desirable: Demonstrated working knowledge of Xplan
A friendly, supportive environment with ongoing training and development. Birthday leave policy — never work on your birthday again. Annual company-wide conference. Meaningful work where your contribution is valued and recognised.
Financial Planning Assistant in Sydney employer: Australian Financial Planning Group
As a well-established financial planning company based in the heart of Sydney, we pride ourselves on our collaborative culture and commitment to professional excellence. Our team is dedicated to providing exceptional service and advice to clients, while also fostering employee growth through innovative practices and a supportive work environment. Joining us as a Senior Paraplanner means being part of a dynamic team that values your contributions and offers opportunities for meaningful career development in a vibrant CBD location.
Contact Details:
Australian Financial Planning Group Recruitment Team
